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 | $156,654 | $81,248+92.8% | $155,509+0.7% | $80,856+93.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.41% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $6,570 | $3,100+111.9% | $4,672+40.6% | $2,755+138.5% |
| Participant deferral / active EE | $7,782 | $3,452+125.5% | $5,626+38.3% | $4,296+81.1% |
| Admin fee / account holder | $1,250 | $7,997-84.4% | $15,912-92.1% | $6,918-81.9% |