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 | $170,407 | $81,460+109.2% | $103,333+64.9% | $80,856+110.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $12,316 | $3,105+296.6% | $3,868+218.4% | $2,755+347.1% |
| Participant deferral / active EE | $4,559 | $3,869+17.8% | $5,057-9.9% | $4,296+6.1% |
| Admin fee / account holder | $964 | $6,566-85.3% | $8,355-88.5% | $6,918-86.1% |