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 | $150,857 | $65,365+130.8% | $92,893+62.4% | $72,985+106.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.79% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,975 | $2,594+14.7% | $3,653-18.6% | $2,440+21.9% |
| Participant deferral / active EE | $7,562 | $3,128+141.7% | $4,236+78.5% | $3,607+109.6% |
| Admin fee / account holder | $6,356 | $4,251+49.5% | $5,794+9.7% | $5,124+24.0% |