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 | $165,815 | $66,098+150.9% | $101,794+62.9% | $74,304+123.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 16.81% | 19.59%-2.8pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,368 | $1,082+26.5% | $2,289-40.2% | $2,241-39.0% |
| Participant deferral / active EE | $6,620 | $2,781+138.1% | $4,084+62.1% | $3,767+75.7% |
| Admin fee / account holder | $11,024 | $4,146+165.9% | $8,777+25.6% | $2,969+271.3% |