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 | $178,496 | $78,705+126.8% | $117,854+51.5% | $70,131+154.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.59% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,733 | $2,223+157.8% | $3,786+51.4% | $2,342+144.7% |
| Participant deferral / active EE | $7,892 | $3,297+139.3% | $4,482+76.1% | $3,332+136.9% |
| Admin fee / account holder | $3,053 | $5,065-39.7% | $8,020-61.9% | $4,645-34.3% |