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 | $164,980 | $58,828+180.4% | $77,999+111.5% | $62,891+162.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.65% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,494 | $1,672+109.0% | $2,470+41.4% | $2,281+53.2% |
| Participant deferral / active EE | $4,891 | $2,686+82.1% | $3,497+39.9% | $3,203+52.7% |
| Admin fee / account holder | $10,068 | $4,393+129.2% | $5,480+83.7% | $4,296+134.4% |