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 6-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 | $110,595 | $85,202+29.8% | $172,739-36.0% | $72,985+51.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.84% | 27.32%-0.5pp | 802.84%-776.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $6,963 | $3,324+109.4% | $5,143+35.4% | $2,440+185.4% |
| Participant deferral / active EE | $4,371 | $3,260+34.1% | $5,198-15.9% | $3,607+21.2% |
| Admin fee / account holder | $41,151 | $5,884+599.4% | $13,954+194.9% | $5,124+703.1% |