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 | $151,933 | $101,724+49.4% | $164,813-7.8% | $80,856+87.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.89% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $10,164 | $2,953+244.1% | $4,341+134.1% | $2,755+268.9% |
| Participant deferral / active EE | $8,489 | $4,477+89.6% | $6,031+40.7% | $4,296+97.6% |
| Admin fee / account holder | $4,026 | $8,227-51.1% | $12,690-68.3% | $6,918-41.8% |