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 | $121,003 | $71,050+70.3% | $93,606+29.3% | $80,856+49.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.07% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,863 | $1,564+147.0% | $2,420+59.6% | $2,755+40.2% |
| Participant deferral / active EE | $5,051 | $4,034+25.2% | $4,411+14.5% | $4,296+17.6% |
| Admin fee / account holder | $511 | $6,945-92.6% | $8,285-93.8% | $6,918-92.6% |