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 | $157,723 | $106,749+47.8% | $145,433+8.5% | $82,448+91.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.44% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,588 | $3,444-24.9% | $4,554-43.2% | $2,551+1.5% |
| Participant deferral / active EE | $11,510 | $6,519+76.6% | $7,897+45.7% | $4,139+178.1% |
| Admin fee / account holder | $23,708 | $8,390+182.6% | $13,129+80.6% | $7,234+227.7% |