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 | $156,484 | $76,000+105.9% | $154,107+1.5% | $64,186+143.8% |
| Participation rate | 96.5% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+26.9pp |
| Annual return | 8.42% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $7,005 | $3,351+109.0% | $5,298+32.2% | $2,381+194.2% |
| Participant deferral / active EE | $5,165 | $3,175+62.7% | $5,081+1.7% | $3,470+48.9% |
| Admin fee / account holder | $35,721 | $5,596+538.3% | $13,411+166.4% | $4,888+630.8% |