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 | $158,177 | $100,852+56.8% | $90,404+75.0% | $158,922-0.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $5,946 | $3,689+61.2% | $3,262+82.3% | $4,761+24.9% |
| Participant deferral / active EE | $7,401 | $4,348+70.2% | $3,963+86.7% | $5,982+23.7% |
| Admin fee / account holder | $6,559 | $6,501+0.9% | $5,611+16.9% | $11,246-41.7% |