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 | $159,020 | $98,750+61.0% | $149,696+6.2% | $79,858+99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.95% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $7,599 | $3,216+136.3% | $4,644+63.6% | $2,471+207.5% |
| Participant deferral / active EE | $5,120 | $5,680-9.9% | $6,842-25.2% | $3,740+36.9% |
| Admin fee / account holder | $3,352 | $6,053-44.6% | $9,309-64.0% | $5,306-36.8% |