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 | $150,786 | $63,346+138.0% | $92,233+63.5% | $70,131+115.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.40% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,784 | $2,471+12.7% | $3,679-24.3% | $2,342+18.9% |
| Participant deferral / active EE | $4,528 | $2,854+58.7% | $3,897+16.2% | $3,332+35.9% |
| Admin fee / account holder | $5,300 | $3,840+38.0% | $5,194+2.0% | $4,645+14.1% |