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 | $170,983 | $74,927+128.2% | $101,794+68.0% | $84,808+101.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.24% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,296 | $1,522+116.6% | $2,289+44.0% | $2,631+25.3% |
| Participant deferral / active EE | $7,000 | $3,099+125.9% | $4,084+71.4% | $4,212+66.2% |
| Admin fee / account holder | $9,796 | $6,514+50.4% | $8,777+11.6% | $7,344+33.4% |