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 | $155,000 | $101,724+52.4% | $164,813-6.0% | $80,856+91.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.87% | 16.72%-3.8pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,778 | $2,953+163.3% | $4,341+79.2% | $2,755+182.3% |
| Participant deferral / active EE | $6,536 | $4,477+46.0% | $6,031+8.4% | $4,296+52.1% |
| Admin fee / account holder | $2,026 | $8,227-75.4% | $12,690-84.0% | $6,918-70.7% |