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 | $156,586 | $57,354+173.0% | $83,848+86.7% | $64,186+144.0% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.5pp | 69.6%+19.1pp |
| Annual return | 10.46% | 11.38%-0.9pp | 850.88%-840.4pp | 7.63%+2.8pp |
| Employer contribution / active EE | $8,253 | $2,545+224.2% | $3,631+127.3% | $2,381+246.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,274 | $4,046+55.1% | $5,478+14.5% | $4,888+28.4% |