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 | $135,379 | $58,523+131.3% | $99,443+36.1% | $72,985+85.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 22.59% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,089 | $1,512+170.4% | $2,540+61.0% | $2,440+67.6% |
| Participant deferral / active EE | $8,299 | $2,606+218.4% | $3,619+129.3% | $3,607+130.0% |
| Admin fee / account holder | $13,084 | $4,102+219.0% | $6,250+109.3% | $5,124+155.3% |