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 | $159,579 | $86,929+83.6% | $102,423+55.8% | $80,856+97.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.70% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,630 | $2,369+95.4% | $3,023+53.1% | $2,755+68.1% |
| Participant deferral / active EE | $9,552 | $4,118+131.9% | $5,053+89.0% | $4,296+122.4% |
| Admin fee / account holder | $13,915 | $8,049+72.9% | $9,451+47.2% | $6,918+101.1% |