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 | $104,486 | $85,202+22.6% | $172,739-39.5% | $72,985+43.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.63% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $6,821 | $3,324+105.2% | $5,143+32.6% | $2,440+179.6% |
| Participant deferral / active EE | $4,307 | $3,260+32.1% | $5,198-17.1% | $3,607+19.4% |
| Admin fee / account holder | $24,624 | $5,884+318.5% | $13,954+76.5% | $5,124+380.5% |