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 | $164,230 | $74,927+119.2% | $101,794+61.3% | $84,808+93.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.55% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,263 | $1,522+377.3% | $2,289+217.3% | $2,631+176.1% |
| Participant deferral / active EE | $5,247 | $3,099+69.3% | $4,084+28.5% | $4,212+24.6% |
| Admin fee / account holder | $17,540 | $6,514+169.3% | $8,777+99.8% | $7,344+138.8% |