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 | $167,612 | $73,933+126.7% | $96,683+73.4% | $75,163+123.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.37% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $8,529 | $2,928+191.3% | $3,737+128.2% | $2,670+219.5% |
| Participant deferral / active EE | $7,080 | $3,659+93.5% | $4,878+45.1% | $4,125+71.6% |
| Admin fee / account holder | $6,816 | $5,216+30.7% | $6,730+1.3% | $5,651+20.6% |