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 | $171,125 | $109,413+56.4% | $156,263+9.5% | $84,808+101.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.49% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,626 | $2,907-9.7% | $4,333-39.4% | $2,631-0.2% |
| Participant deferral / active EE | $5,103 | $4,590+11.2% | $6,158-17.1% | $4,212+21.2% |
| Admin fee / account holder | $2,925 | $9,357-68.7% | $14,255-79.5% | $7,344-60.2% |