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 | $100,718 | $45,211+122.8% | $56,429+78.5% | $70,131+43.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 18.35% | 38.45%-20.1pp | 19.04%-0.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,556 | $2,737+29.9% | $3,405+4.4% | $2,342+51.8% |
| Participant deferral / active EE | $7,609 | $2,735+178.2% | $3,951+92.6% | $3,332+128.4% |
| Admin fee / account holder | $9,581 | $3,027+216.5% | $4,466+114.5% | $4,645+106.2% |