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 | $166,696 | $81,460+104.6% | $103,333+61.3% | $80,856+106.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.47% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,691 | $3,105+83.3% | $3,868+47.1% | $2,755+106.6% |
| Participant deferral / active EE | $14,276 | $3,869+269.0% | $5,057+182.3% | $4,296+232.3% |
| Admin fee / account holder | $9,704 | $6,566+47.8% | $8,355+16.2% | $6,918+40.3% |