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 | $143,937 | $108,825+32.3% | $156,181-7.8% | $82,448+74.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.49% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $5,882 | $2,870+105.0% | $4,294+37.0% | $2,551+130.6% |
| Participant deferral / active EE | $5,228 | $4,577+14.2% | $6,132-14.7% | $4,139+26.3% |
| Admin fee / account holder | $19,759 | $9,341+111.5% | $14,586+35.5% | $7,234+173.1% |