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 | $155,427 | $65,365+137.8% | $92,893+67.3% | $72,985+113.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 32.34% | 42.10%-9.8pp | 109.41%-77.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $7,056 | $2,594+172.0% | $3,653+93.2% | $2,440+189.2% |
| Participant deferral / active EE | $3,194 | $3,128+2.1% | $4,236-24.6% | $3,607-11.5% |
| Admin fee / account holder | $6,029 | $4,251+41.8% | $5,794+4.1% | $5,124+17.7% |