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 | $150,886 | $81,248+85.7% | $155,509-3.0% | $80,856+86.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.31% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,005 | $3,100+125.9% | $4,672+49.9% | $2,755+154.3% |
| Participant deferral / active EE | $6,368 | $3,452+84.5% | $5,626+13.2% | $4,296+48.2% |
| Admin fee / account holder | $6,317 | $7,997-21.0% | $15,912-60.3% | $6,918-8.7% |