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 | $128,784 | $80,717+59.5% | $154,803-16.8% | $84,808+51.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.06% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $9,030 | $2,761+227.0% | $4,305+109.7% | $2,631+243.2% |
| Participant deferral / active EE | $6,153 | $3,303+86.3% | $5,540+11.1% | $4,212+46.1% |
| Admin fee / account holder | $25,265 | $6,746+274.5% | $14,329+76.3% | $7,344+244.0% |