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 | $153,631 | $81,460+88.6% | $103,333+48.7% | $80,856+90.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.86% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $10,311 | $3,105+232.0% | $3,868+166.6% | $2,755+274.3% |
| Participant deferral / active EE | $3,107 | $3,869-19.7% | $5,057-38.6% | $4,296-27.7% |
| Admin fee / account holder | $883 | $6,566-86.6% | $8,355-89.4% | $6,918-87.2% |