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 | $167,687 | $81,248+106.4% | $155,509+7.8% | $80,856+107.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,144 | $3,100+1.4% | $4,672-32.7% | $2,755+14.1% |
| Participant deferral / active EE | $8,754 | $3,452+153.6% | $5,626+55.6% | $4,296+103.8% |
| Admin fee / account holder | $76,489 | $7,997+856.4% | $15,912+380.7% | $6,918+1005.7% |