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 | $159,244 | $86,929+83.2% | $102,423+55.5% | $80,856+96.9% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 13.62% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,197 | $2,369+161.5% | $3,023+105.0% | $2,755+124.9% |
| Participant deferral / active EE | $5,536 | $4,118+34.4% | $5,053+9.6% | $4,296+28.9% |
| Admin fee / account holder | $66,055 | $8,049+720.7% | $9,451+598.9% | $6,918+854.8% |