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 | $172,019 | $76,552+124.7% | $123,892+38.8% | $62,891+173.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,267 | $2,883+82.7% | $4,617+14.1% | $2,281+130.9% |
| Participant deferral / active EE | $9,937 | $4,840+105.3% | $5,984+66.1% | $3,203+210.2% |
| Admin fee / account holder | $20,639 | $4,826+327.7% | $8,357+147.0% | $4,296+380.5% |