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 | $124,752 | $60,022+107.8% | $88,946+40.3% | $84,808+47.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 26.95% | 22.43%+4.5pp | 57.82%-30.9pp | 40.90%-13.9pp |
| Employer contribution / active EE | $6,494 | $1,703+281.4% | $2,555+154.2% | $2,631+146.8% |
| Participant deferral / active EE | $15,841 | $3,114+408.8% | $4,581+245.8% | $4,212+276.1% |
| Admin fee / account holder | $2,012 | $4,811-58.2% | $8,261-75.6% | $7,344-72.6% |