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 | $152,595 | $49,177+210.3% | $79,464+92.0% | $64,186+137.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.49% | -1.16%+12.6pp | 718.14%-706.7pp | 7.63%+3.9pp |
| Employer contribution / active EE | $3,126 | $2,076+50.5% | $2,800+11.6% | $2,381+31.3% |
| Participant deferral / active EE | $6,513 | $2,821+130.8% | $3,704+75.8% | $3,470+87.7% |
| Admin fee / account holder | $10,116 | $3,839+163.5% | $5,113+97.8% | $4,888+106.9% |