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 | $204,533 | $85,766+138.5% | $136,294+50.1% | $70,131+191.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.26% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,604 | $2,966+21.5% | $4,695-23.3% | $2,342+53.8% |
| Participant deferral / active EE | $4,166 | $5,051-17.5% | $6,247-33.3% | $3,332+25.0% |
| Admin fee / account holder | $7,119 | $5,420+31.3% | $9,243-23.0% | $4,645+53.3% |