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 | $160,273 | $127,065+26.1% | $113,168+41.6% | $142,382+12.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.42% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,084 | $3,442+47.7% | $2,975+70.9% | $4,299+18.3% |
| Participant deferral / active EE | $10,004 | $5,716+75.0% | $5,107+95.9% | $6,507+53.7% |
| Admin fee / account holder | $27,401 | $15,736+74.1% | $12,068+127.1% | $12,624+117.1% |