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 | $141,064 | $80,717+74.8% | $154,803-8.9% | $84,808+66.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.94% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,627 | $2,761+212.4% | $4,305+100.4% | $2,631+227.9% |
| Participant deferral / active EE | $5,127 | $3,303+55.2% | $5,540-7.5% | $4,212+21.7% |
| Admin fee / account holder | $17,001 | $6,746+152.0% | $14,329+18.6% | $7,344+131.5% |