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 | $142,973 | $72,277+97.8% | $101,248+41.2% | $79,858+79.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.90% | 22.30%-1.4pp | 46.47%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $15,962 | $2,692+493.0% | $3,660+336.2% | $2,471+546.0% |
| Participant deferral / active EE | $2,247 | $3,282-31.5% | $4,370-48.6% | $3,740-39.9% |
| Admin fee / account holder | $1,862 | $4,400-57.7% | $5,945-68.7% | $5,306-64.9% |