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 | $131,570 | $78,422+67.8% | $95,952+37.1% | $79,858+64.8% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 10.69% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $20,224 | $1,945+939.7% | $2,541+695.9% | $2,471+718.5% |
| Participant deferral / active EE | $5,655 | $3,440+64.4% | $4,167+35.7% | $3,740+51.2% |
| Admin fee / account holder | $42,626 | $5,622+658.2% | $6,795+527.3% | $5,306+703.3% |