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 | $155,568 | $65,365+138.0% | $92,893+67.5% | $72,985+113.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.38% | 42.10%-14.7pp | 109.41%-82.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,282 | $2,594-12.0% | $3,653-37.5% | $2,440-6.5% |
| Participant deferral / active EE | $10,229 | $3,128+227.0% | $4,236+141.5% | $3,607+183.6% |
| Admin fee / account holder | $2,997 | $4,251-29.5% | $5,794-48.3% | $5,124-41.5% |