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 | $154,746 | $87,013+77.8% | $106,213+45.7% | $80,856+91.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.52% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,947 | $2,395+23.1% | $3,171-7.1% | $2,755+7.0% |
| Participant deferral / active EE | $5,194 | $3,986+30.3% | $5,016+3.6% | $4,296+20.9% |
| Admin fee / account holder | $12,198 | $8,431+44.7% | $11,033+10.6% | $6,918+76.3% |