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 | $168,413 | $48,076+250.3% | $78,689+114.0% | $62,891+167.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.02% | 31.35%-22.3pp | 62.18%-53.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,568 | $2,015+126.7% | $2,851+60.2% | $2,281+100.3% |
| Participant deferral / active EE | $10,894 | $2,588+321.0% | $3,517+209.8% | $3,203+240.1% |
| Admin fee / account holder | $9,117 | $3,207+184.3% | $4,510+102.1% | $4,296+112.3% |