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 | $113,952 | $85,202+33.7% | $172,739-34.0% | $72,985+56.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 60.67% | 27.32%+33.3pp | 802.84%-742.2pp | 81.00%-20.3pp |
| Employer contribution / active EE | $4,071 | $3,324+22.5% | $5,143-20.8% | $2,440+66.9% |
| Participant deferral / active EE | $3,457 | $3,260+6.0% | $5,198-33.5% | $3,607-4.2% |
| Admin fee / account holder | $3,590 | $5,884-39.0% | $13,954-74.3% | $5,124-29.9% |