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 | $156,523 | $54,705+186.1% | $71,209+119.8% | $84,808+84.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.39% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,012 | $2,158+224.9% | $2,721+157.7% | $2,631+166.5% |
| Participant deferral / active EE | $7,768 | $3,030+156.3% | $4,175+86.0% | $4,212+84.4% |
| Admin fee / account holder | $20,827 | $4,863+328.2% | $5,349+289.4% | $7,344+183.6% |