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 | $157,778 | $63,346+149.1% | $92,233+71.1% | $70,131+125.0% |
| Participation rate | 97.7% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 15.14% | 530.12%-515.0pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,910 | $2,471+17.8% | $3,679-20.9% | $2,342+24.2% |
| Participant deferral / active EE | $4,209 | $2,854+47.5% | $3,897+8.0% | $3,332+26.3% |
| Admin fee / account holder | $2,933 | $3,840-23.6% | $5,194-43.5% | $4,645-36.9% |