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 | $145,260 | $89,753+61.8% | $107,525+35.1% | $84,808+71.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.35% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,951 | $3,113+155.4% | $3,754+111.8% | $2,631+202.2% |
| Participant deferral / active EE | $6,062 | $4,056+49.4% | $5,116+18.5% | $4,212+43.9% |
| Admin fee / account holder | $6,268 | $7,222-13.2% | $8,919-29.7% | $7,344-14.6% |