See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,256 | $85,202+25.9% | $172,739-37.9% | $72,985+47.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $7,051 | $3,324+112.1% | $5,143+37.1% | $2,440+189.0% |
| Participant deferral / active EE | $4,637 | $3,260+42.2% | $5,198-10.8% | $3,607+28.6% |
| Admin fee / account holder | $8,177 | $5,884+39.0% | $13,954-41.4% | $5,124+59.6% |