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 | $132,986 | $76,050+74.9% | $96,544+37.7% | $71,457+86.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.76% | 22.81%-2.1pp | 25.84%-5.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $6,686 | $2,244+197.9% | $2,965+125.5% | $2,588+158.4% |
| Participant deferral / active EE | $5,245 | $4,215+24.4% | $4,851+8.1% | $4,289+22.3% |
| Admin fee / account holder | $14,959 | $2,707+452.6% | $8,252+81.3% | $1,587+842.4% |