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 | $160,794 | $87,013+84.8% | $106,213+51.4% | $80,856+98.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.52% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,090 | $2,395+112.5% | $3,171+60.5% | $2,755+84.8% |
| Participant deferral / active EE | $8,629 | $3,986+116.5% | $5,016+72.0% | $4,296+100.9% |
| Admin fee / account holder | $1,525 | $8,431-81.9% | $11,033-86.2% | $6,918-78.0% |