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 | $156,713 | $72,277+116.8% | $101,248+54.8% | $79,858+96.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.37% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,849 | $2,692+5.9% | $3,660-22.1% | $2,471+15.3% |
| Participant deferral / active EE | $7,073 | $3,282+115.5% | $4,370+61.8% | $3,740+89.1% |
| Admin fee / account holder | $7,158 | $4,400+62.7% | $5,945+20.4% | $5,306+34.9% |