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 | $143,055 | $63,764+124.3% | $81,930+74.6% | $79,858+79.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.35% | 22.66%-10.3pp | 29.49%-17.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,644 | $1,795+47.2% | $4,310-38.7% | $2,471+7.0% |
| Participant deferral / active EE | $5,163 | $2,780+85.7% | $7,107-27.3% | $3,740+38.1% |
| Admin fee / account holder | $3,833 | $4,426-13.4% | $5,158-25.7% | $5,306-27.8% |