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 | $187,497 | $53,516+250.4% | $126,539+48.2% | $84,808+121.1% |
| Participation rate | 75.5% | 58.2%+17.3pp | 69.8%+5.7pp | 68.3%+7.2pp |
| Annual return | 16.09% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,613 | $1,535+330.9% | $3,674+80.0% | $2,631+151.4% |
| Participant deferral / active EE | $3,138 | $2,671+17.5% | $4,083-23.1% | $4,212-25.5% |
| Admin fee / account holder | $1,503 | $4,497-66.6% | $6,065-75.2% | $7,344-79.5% |