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 | $164,068 | $86,286+90.1% | $111,297+47.4% | $85,850+91.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.07% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,904 | $2,043+91.1% | $2,731+42.9% | $2,565+52.2% |
| Participant deferral / active EE | $10,580 | $3,641+190.6% | $4,487+135.8% | $3,952+167.7% |
| Admin fee / account holder | $17,040 | $8,188+108.1% | $7,964+114.0% | $6,260+172.2% |