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 | $153,008 | $54,541+180.5% | $78,778+94.2% | $70,131+118.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.62% | 21.07%-8.5pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,920 | $1,089+352.0% | $1,986+147.8% | $2,342+110.1% |
| Participant deferral / active EE | $8,375 | $2,210+278.9% | $2,958+183.1% | $3,332+151.4% |
| Admin fee / account holder | $3,872 | $3,709+4.4% | $5,134-24.6% | $4,645-16.7% |