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 | $167,977 | $89,753+87.2% | $107,525+56.2% | $84,808+98.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,652 | $3,113+49.4% | $3,754+23.9% | $2,631+76.8% |
| Participant deferral / active EE | $11,362 | $4,056+180.1% | $5,116+122.1% | $4,212+169.8% |
| Admin fee / account holder | $8,309 | $7,222+15.0% | $8,919-6.8% | $7,344+13.1% |