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 | $151,252 | $58,234+159.7% | $81,783+84.9% | $80,874+87.0% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.4%+24.1pp | 67.6%+28.8pp |
| Annual return | 11.68% | 41.70%-30.0pp | 775.05%-763.4pp | 35.62%-23.9pp |
| Employer contribution / active EE | $7,082 | $2,341+202.5% | $2,913+143.1% | $2,756+157.0% |
| Participant deferral / active EE | $9,833 | $3,283+199.5% | $4,320+127.6% | $4,297+128.8% |
| Admin fee / account holder | $6,882 | $4,982+38.2% | $7,380-6.7% | $6,935-0.8% |