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 | $152,754 | $102,616+48.9% | $81,983+86.3% | $158,922-3.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.14% | 61.04%-37.9pp | 41.31%-18.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $9,602 | $3,240+196.3% | $2,498+284.4% | $4,761+101.7% |
| Participant deferral / active EE | $6,048 | $4,648+30.1% | $3,722+62.5% | $5,982+1.1% |
| Admin fee / account holder | $1,499 | $8,235-81.8% | $5,664-73.5% | $11,246-86.7% |