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 | $125,018 | $85,202+46.7% | $172,739-27.6% | $72,985+71.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.33% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $4,091 | $3,324+23.1% | $5,143-20.5% | $2,440+67.7% |
| Participant deferral / active EE | $3,336 | $3,260+2.3% | $5,198-35.8% | $3,607-7.5% |
| Admin fee / account holder | $931 | $5,884-84.2% | $13,954-93.3% | $5,124-81.8% |