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 | $143,951 | $89,355+61.1% | $141,162+2.0% | $72,985+97.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 21.07% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,321 | $3,114+38.8% | $4,735-8.7% | $2,440+77.1% |
| Participant deferral / active EE | $8,855 | $5,418+63.4% | $6,709+32.0% | $3,607+145.5% |
| Admin fee / account holder | $15,267 | $5,958+156.2% | $10,261+48.8% | $5,124+197.9% |