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 | $109,981 | $85,202+29.1% | $172,739-36.3% | $72,985+50.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.05% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $6,754 | $3,324+103.2% | $5,143+31.3% | $2,440+176.8% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,607+66.5% |
| Admin fee / account holder | $3,556 | $5,884-39.6% | $13,954-74.5% | $5,124-30.6% |