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 | $154,959 | $77,813+99.1% | $123,544+25.4% | $64,186+141.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.89% | 12.48%-9.6pp | 119.20%-116.3pp | 7.63%-4.7pp |
| Employer contribution / active EE | $5,059 | $3,014+67.9% | $4,628+9.3% | $2,381+112.5% |
| Participant deferral / active EE | $9,383 | $5,240+79.1% | $6,426+46.0% | $3,470+170.4% |
| Admin fee / account holder | $6,445 | $5,519+16.8% | $9,284-30.6% | $4,888+31.8% |