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 | $150,020 | $87,013+72.4% | $106,213+41.2% | $80,856+85.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.04% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,515 | $2,395+88.5% | $3,171+42.4% | $2,755+63.9% |
| Participant deferral / active EE | $8,514 | $3,986+113.6% | $5,016+69.7% | $4,296+98.2% |
| Admin fee / account holder | $8,286 | $8,431-1.7% | $11,033-24.9% | $6,918+19.8% |