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 | $150,353 | $72,277+108.0% | $101,248+48.5% | $79,858+88.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.29% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,106 | $2,692+15.4% | $3,660-15.1% | $2,471+25.7% |
| Participant deferral / active EE | $7,152 | $3,282+118.0% | $4,370+63.7% | $3,740+91.2% |
| Admin fee / account holder | $19,484 | $4,400+342.8% | $5,945+227.7% | $5,306+267.2% |