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 | $150,004 | $81,248+84.6% | $155,509-3.5% | $80,856+85.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.56% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,819 | $3,100+119.9% | $4,672+45.9% | $2,755+147.5% |
| Participant deferral / active EE | $4,985 | $3,452+44.4% | $5,626-11.4% | $4,296+16.1% |
| Admin fee / account holder | $2,010 | $7,997-74.9% | $15,912-87.4% | $6,918-70.9% |