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 | $151,724 | $51,175+196.5% | $70,515+115.2% | $75,163+101.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 17.59% | 30.02%-12.4pp | 32.77%-15.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,144 | $1,826+181.7% | $2,973+73.0% | $2,670+92.7% |
| Participant deferral / active EE | $6,530 | $2,849+129.2% | $4,567+43.0% | $4,125+58.3% |
| Admin fee / account holder | $5,543 | $4,091+35.5% | $6,412-13.6% | $5,651-1.9% |