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 | $155,993 | $91,190+71.1% | $178,490-12.6% | $79,858+95.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.44% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,903 | $3,256+112.0% | $5,011+37.8% | $2,471+179.4% |
| Participant deferral / active EE | $4,623 | $3,236+42.9% | $5,202-11.1% | $3,740+23.6% |
| Admin fee / account holder | $8,074 | $6,751+19.6% | $13,984-42.3% | $5,306+52.2% |