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 | $173,197 | $76,552+126.2% | $123,892+39.8% | $62,891+175.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,074 | $2,883+110.7% | $4,617+31.6% | $2,281+166.3% |
| Participant deferral / active EE | $13,917 | $4,840+187.6% | $5,984+132.6% | $3,203+334.5% |
| Admin fee / account holder | $17,502 | $4,826+262.7% | $8,357+109.4% | $4,296+307.5% |