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 | $159,452 | $85,202+87.1% | $172,739-7.7% | $72,985+118.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.52% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,700 | $3,324+11.3% | $5,143-28.1% | $2,440+51.6% |
| Participant deferral / active EE | $5,697 | $3,260+74.7% | $5,198+9.6% | $3,607+57.9% |
| Admin fee / account holder | $2,214 | $5,884-62.4% | $13,954-84.1% | $5,124-56.8% |