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 | $148,774 | $61,774+140.8% | $97,226+53.0% | $80,856+84.0% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.7%+23.7pp | 67.6%+28.8pp |
| Annual return | 13.10% | -557.90%+571.0pp | 75.13%-62.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,891 | $1,837+220.8% | $2,729+115.9% | $2,755+113.8% |
| Participant deferral / active EE | $8,026 | $3,029+165.0% | $4,264+88.2% | $4,296+86.8% |
| Admin fee / account holder | $3,273 | $5,166-36.7% | $5,654-42.1% | $6,918-52.7% |