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 | $145,853 | $76,552+90.5% | $123,892+17.7% | $62,891+131.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 51.08% | 18.68%+32.4pp | 47.52%+3.6pp | 20.14%+30.9pp |
| Employer contribution / active EE | $4,093 | $2,883+42.0% | $4,617-11.4% | $2,281+79.4% |
| Participant deferral / active EE | $7,631 | $4,840+57.7% | $5,984+27.5% | $3,203+138.2% |
| Admin fee / account holder | $4,934 | $4,826+2.3% | $8,357-41.0% | $4,296+14.9% |