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 | $148,101 | $76,367+93.9% | $93,606+58.2% | $72,985+102.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 26.81% | 25.82%+1.0pp | 32.76%-6.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $5,406 | $2,275+137.6% | $2,718+98.9% | $2,440+121.6% |
| Participant deferral / active EE | $10,219 | $3,538+188.8% | $4,069+151.2% | $3,607+183.3% |
| Admin fee / account holder | $11,235 | $6,838+64.3% | $7,888+42.4% | $5,124+119.2% |