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 | $160,083 | $54,541+193.5% | $78,778+103.2% | $70,131+128.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.76% | 21.07%-8.3pp | 35.62%-22.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $4,214 | $1,089+287.1% | $1,986+112.2% | $2,342+79.9% |
| Participant deferral / active EE | $3,836 | $2,210+73.6% | $2,958+29.7% | $3,332+15.1% |
| Admin fee / account holder | $3,322 | $3,709-10.4% | $5,134-35.3% | $4,645-28.5% |