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 | $150,356 | $95,803+56.9% | $113,168+32.9% | $84,808+77.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.43% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,153 | $2,360+160.7% | $2,975+106.8% | $2,631+133.9% |
| Participant deferral / active EE | $9,513 | $4,242+124.3% | $5,107+86.3% | $4,212+125.9% |
| Admin fee / account holder | $4,305 | $8,989-52.1% | $12,068-64.3% | $7,344-41.4% |