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 | $147,609 | $60,349+144.6% | $74,183+99.0% | $62,891+134.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.65% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $8,748 | $1,680+420.6% | $2,370+269.1% | $2,281+283.5% |
| Participant deferral / active EE | $6,833 | $2,856+139.2% | $3,550+92.5% | $3,203+113.3% |
| Admin fee / account holder | $17,604 | $4,261+313.1% | $5,586+215.2% | $4,296+309.8% |