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 | $151,249 | $79,944+89.2% | $98,439+53.6% | $75,163+101.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.31% | 19.75%-2.4pp | 21.16%-3.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,188 | $2,264+85.0% | $3,048+37.4% | $2,670+56.9% |
| Participant deferral / active EE | $11,383 | $3,752+203.4% | $4,738+140.3% | $4,125+175.9% |
| Admin fee / account holder | $12,130 | $6,840+77.3% | $8,948+35.6% | $5,651+114.6% |