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 | $153,583 | $99,985+53.6% | $146,665+4.7% | $85,850+78.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.92% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $6,525 | $2,559+155.0% | $4,136+57.8% | $2,565+154.4% |
| Participant deferral / active EE | $5,035 | $4,006+25.7% | $5,506-8.6% | $3,952+27.4% |
| Admin fee / account holder | $1,470 | $7,702-80.9% | $10,280-85.7% | $6,260-76.5% |