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 | $152,472 | $69,977+117.9% | $108,579+40.4% | $62,891+142.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 11.61% | 10.73%+0.9pp | -51.70%+63.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $11,796 | $2,135+452.5% | $3,758+213.9% | $2,281+417.2% |
| Participant deferral / active EE | $7,080 | $3,165+123.7% | $4,311+64.2% | $3,203+121.0% |
| Admin fee / account holder | $10,290 | $5,076+102.7% | $7,645+34.6% | $4,296+139.5% |