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 | $167,940 | $109,413+53.5% | $156,263+7.5% | $84,808+98.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.51% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $8,836 | $2,907+204.0% | $4,333+103.9% | $2,631+235.9% |
| Participant deferral / active EE | $7,335 | $4,590+59.8% | $6,158+19.1% | $4,212+74.2% |
| Admin fee / account holder | $82,287 | $9,357+779.4% | $14,255+477.3% | $7,344+1020.5% |