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 | $187,008 | $76,552+144.3% | $123,892+50.9% | $62,891+197.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.18% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $4,432 | $2,883+53.7% | $4,617-4.0% | $2,281+94.3% |
| Participant deferral / active EE | $8,353 | $4,840+72.6% | $5,984+39.6% | $3,203+160.8% |
| Admin fee / account holder | $694 | $4,826-85.6% | $8,357-91.7% | $4,296-83.8% |