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 | $132,845 | $56,110+136.8% | $94,993+39.8% | $70,131+89.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.45% | 51.02%-35.6pp | 27.12%-11.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $5,690 | $1,442+294.5% | $2,603+118.5% | $2,342+142.9% |
| Participant deferral / active EE | $4,732 | $2,391+97.9% | $3,317+42.6% | $3,332+42.0% |
| Admin fee / account holder | $11,347 | $3,456+228.3% | $4,960+128.8% | $4,645+144.3% |