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 | $178,290 | $85,202+109.3% | $172,739+3.2% | $72,985+144.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.10% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $7,478 | $3,324+125.0% | $5,143+45.4% | $2,440+206.5% |
| Participant deferral / active EE | $4,936 | $3,260+51.4% | $5,198-5.0% | $3,607+36.8% |
| Admin fee / account holder | $2,368 | $5,884-59.7% | $13,954-83.0% | $5,124-53.8% |