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 | $110,540 | $72,277+52.9% | $101,248+9.2% | $79,858+38.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.33% | 22.30%-5.0pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $17,029 | $2,692+532.7% | $3,660+365.3% | $2,471+589.2% |
| Participant deferral / active EE | $8,004 | $3,282+143.9% | $4,370+83.2% | $3,740+114.0% |
| Admin fee / account holder | $8,072 | $4,400+83.4% | $5,945+35.8% | $5,306+52.1% |