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 | $152,157 | $85,202+78.6% | $172,739-11.9% | $72,985+108.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.15% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,850 | $3,324+76.0% | $5,143+13.7% | $2,440+139.8% |
| Participant deferral / active EE | $4,198 | $3,260+28.8% | $5,198-19.2% | $3,607+16.4% |
| Admin fee / account holder | $4,863 | $5,884-17.4% | $13,954-65.2% | $5,124-5.1% |