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 | $162,855 | $57,354+183.9% | $83,848+94.2% | $64,186+153.7% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | 8.32% | 11.38%-3.1pp | 850.88%-842.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $3,105 | $2,545+22.0% | $3,631-14.5% | $2,381+30.4% |
| Participant deferral / active EE | $8,672 | $2,993+189.7% | $4,082+112.5% | $3,470+149.9% |
| Admin fee / account holder | $20,034 | $4,046+395.2% | $5,478+265.7% | $4,888+309.9% |