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 | $150,070 | $47,848+213.6% | $81,478+84.2% | $70,131+114.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.35% | 27.25%-8.9pp | 38.78%-20.4pp | 73.14%-54.8pp |
| Employer contribution / active EE | $5,713 | $1,527+274.1% | $2,568+122.5% | $2,342+143.9% |
| Participant deferral / active EE | $8,406 | $2,453+242.7% | $3,537+137.7% | $3,332+152.3% |
| Admin fee / account holder | $1,427 | $3,145-54.6% | $4,561-68.7% | $4,645-69.3% |