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 | $149,911 | $106,749+40.4% | $145,433+3.1% | $82,448+81.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.20% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $5,995 | $3,444+74.1% | $4,554+31.6% | $2,551+135.0% |
| Participant deferral / active EE | $11,645 | $6,519+78.6% | $7,897+47.5% | $4,139+181.3% |
| Admin fee / account holder | $3,906 | $8,390-53.4% | $13,129-70.3% | $7,234-46.0% |