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 | $154,041 | $84,233+82.9% | $170,442-9.6% | $70,131+119.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.38% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $6,007 | $3,387+77.4% | $5,433+10.6% | $2,342+156.4% |
| Participant deferral / active EE | $4,432 | $3,086+43.6% | $4,939-10.3% | $3,332+33.0% |
| Admin fee / account holder | $11,785 | $5,698+106.8% | $13,880-15.1% | $4,645+153.7% |