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 | $164,175 | $65,561+150.4% | $86,188+90.5% | $75,163+118.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.11% | 46.05%-26.9pp | 1168.45%-1149.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,652 | $1,553+70.8% | $2,380+11.4% | $2,670-0.7% |
| Participant deferral / active EE | $4,255 | $3,024+40.7% | $3,985+6.8% | $4,125+3.2% |
| Admin fee / account holder | $9,163 | $5,474+67.4% | $6,852+33.7% | $5,651+62.1% |