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 | $155,648 | $108,825+43.0% | $156,181-0.3% | $82,448+88.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.51% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $13,986 | $2,870+387.3% | $4,294+225.7% | $2,551+448.2% |
| Participant deferral / active EE | $8,922 | $4,577+94.9% | $6,132+45.5% | $4,139+115.6% |
| Admin fee / account holder | $39,290 | $9,341+320.6% | $14,586+169.4% | $7,234+443.1% |