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 | $152,127 | $65,696+131.6% | $56,429+169.6% | $147,584+3.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 15.35% | 13.32%+2.0pp | 19.04%-3.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,776 | $4,121+40.2% | $3,405+69.6% | $4,876+18.5% |
| Participant deferral / active EE | $6,685 | $4,876+37.1% | $3,951+69.2% | $5,439+22.9% |
| Admin fee / account holder | $1,948 | $5,947-67.2% | $4,466-56.4% | $10,885-82.1% |