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 | $150,349 | $89,355+68.3% | $141,162+6.5% | $72,985+106.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.03% | 111.85%-81.8pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $2,150 | $3,114-31.0% | $4,735-54.6% | $2,440-11.9% |
| Participant deferral / active EE | $7,918 | $5,418+46.1% | $6,709+18.0% | $3,607+119.5% |
| Admin fee / account holder | $1,264 | $5,958-78.8% | $10,261-87.7% | $5,124-75.3% |