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 | $158,842 | $88,672+79.1% | $105,223+51.0% | $82,448+92.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.72% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,862 | $3,048+59.5% | $3,689+31.8% | $2,551+90.6% |
| Participant deferral / active EE | $5,354 | $4,036+32.7% | $5,072+5.6% | $4,139+29.3% |
| Admin fee / account holder | $6,471 | $7,146-9.4% | $8,859-27.0% | $7,234-10.6% |