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 | $125,358 | $85,202+47.1% | $172,739-27.4% | $72,985+71.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.48% | 27.32%-5.8pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $7,544 | $3,324+126.9% | $5,143+46.7% | $2,440+209.2% |
| Participant deferral / active EE | $5,159 | $3,260+58.3% | $5,198-0.7% | $3,607+43.0% |
| Admin fee / account holder | $10,250 | $5,884+74.2% | $13,954-26.5% | $5,124+100.0% |