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 | $150,752 | $64,307+134.4% | $57,343+162.9% | $125,391+20.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.59% | 25.12%-24.5pp | 24.39%-23.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $7,103 | $3,193+122.5% | $2,689+164.2% | $4,866+46.0% |
| Participant deferral / active EE | $4,934 | $3,848+28.2% | $3,162+56.0% | $5,352-7.8% |
| Admin fee / account holder | $11,162 | $5,242+112.9% | $3,356+232.6% | $9,540+17.0% |