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 | $159,396 | $79,944+99.4% | $98,439+61.9% | $75,163+112.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.98% | 19.75%-1.8pp | 21.16%-3.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,856 | $2,264+202.9% | $3,048+124.9% | $2,670+156.8% |
| Participant deferral / active EE | $8,561 | $3,752+128.2% | $4,738+80.7% | $4,125+107.5% |
| Admin fee / account holder | $3,674 | $6,840-46.3% | $8,948-58.9% | $5,651-35.0% |