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 | $149,020 | $105,126+41.8% | $94,646+57.4% | $139,434+6.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.40% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $16,037 | $4,106+290.6% | $3,672+336.7% | $4,751+237.6% |
| Participant deferral / active EE | $11,728 | $7,599+54.3% | $7,418+58.1% | $6,710+74.8% |
| Admin fee / account holder | $13,592 | $8,984+51.3% | $7,231+88.0% | $11,403+19.2% |