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 | $151,286 | $65,561+130.8% | $86,188+75.5% | $75,163+101.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.30% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,620 | $1,553+68.7% | $2,380+10.1% | $2,670-1.9% |
| Participant deferral / active EE | $5,382 | $3,024+78.0% | $3,985+35.1% | $4,125+30.5% |
| Admin fee / account holder | $4,661 | $5,474-14.8% | $6,852-32.0% | $5,651-17.5% |