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 | $148,106 | $98,750+50.0% | $149,696-1.1% | $79,858+85.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.5pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $12,666 | $3,216+293.8% | $4,644+172.7% | $2,471+412.6% |
| Participant deferral / active EE | $7,441 | $5,680+31.0% | $6,842+8.8% | $3,740+99.0% |
| Admin fee / account holder | $1,913 | $6,053-68.4% | $9,309-79.5% | $5,306-64.0% |