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 | $146,534 | $87,841+66.8% | $133,980+9.4% | $62,891+133.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.33% | 12.05%-1.7pp | 29.30%-19.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $17,841 | $3,483+412.3% | $5,211+242.4% | $2,281+682.2% |
| Participant deferral / active EE | $13,663 | $4,812+183.9% | $6,282+117.5% | $3,203+326.6% |
| Admin fee / account holder | $10,092 | $5,371+87.9% | $9,324+8.2% | $4,296+134.9% |