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 | $158,646 | $65,365+142.7% | $92,893+70.8% | $72,985+117.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.20% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $7,693 | $2,594+196.6% | $3,653+110.6% | $2,440+215.3% |
| Participant deferral / active EE | $6,688 | $3,128+113.8% | $4,236+57.9% | $3,607+85.4% |
| Admin fee / account holder | $8,533 | $4,251+100.7% | $5,794+47.3% | $5,124+66.5% |