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 5-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 | $150,968 | $70,669+113.6% | $169,368-10.9% | $75,163+100.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.43% | 36.36%-19.9pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,458 | $2,211+146.9% | $4,013+36.0% | $2,670+104.4% |
| Participant deferral / active EE | $9,992 | $4,311+131.8% | $6,221+60.6% | $4,125+142.2% |
| Admin fee / account holder | $16,752 | $5,402+210.1% | $9,003+86.1% | $5,651+196.4% |