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 | $151,006 | $45,035+235.3% | $62,995+139.7% | $70,131+115.3% |
| Participation rate | 98.4% | 69.5%+28.9pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 15.21% | 18.76%-3.5pp | 87.57%-72.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $7,172 | $2,051+249.6% | $2,759+159.9% | $2,342+206.2% |
| Participant deferral / active EE | $3,181 | $2,465+29.1% | $3,329-4.5% | $3,332-4.5% |
| Admin fee / account holder | $6,350 | $2,834+124.1% | $3,600+76.4% | $4,645+36.7% |