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 | $163,757 | $80,717+102.9% | $154,803+5.8% | $84,808+93.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.69% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,166 | $2,761-21.6% | $4,305-49.7% | $2,631-17.7% |
| Participant deferral / active EE | $6,674 | $3,303+102.0% | $5,540+20.5% | $4,212+58.5% |
| Admin fee / account holder | $1,647 | $6,746-75.6% | $14,329-88.5% | $7,344-77.6% |