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 | $134,679 | $63,861+110.9% | $104,607+28.7% | $79,858+68.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.06% | 21.30%-4.2pp | 340.46%-323.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $7,263 | $1,588+357.3% | $2,681+171.0% | $2,471+194.0% |
| Participant deferral / active EE | $4,925 | $2,693+82.9% | $3,740+31.7% | $3,740+31.7% |
| Admin fee / account holder | $6,977 | $4,185+66.7% | $6,473+7.8% | $5,306+31.5% |