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 | $112,397 | $56,277+99.7% | $80,975+38.8% | $62,891+78.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.64% | 22.12%-12.5pp | 17.10%-7.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,681 | $1,943+38.0% | $3,714-27.8% | $2,281+17.5% |
| Participant deferral / active EE | $6,454 | $4,195+53.8% | $5,696+13.3% | $3,203+101.5% |
| Admin fee / account holder | $10,119 | $3,741+170.5% | $5,516+83.5% | $4,296+135.6% |