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 | $162,426 | $86,929+86.8% | $102,423+58.6% | $80,856+100.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.94% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $6,663 | $2,369+181.2% | $3,023+120.4% | $2,755+141.9% |
| Participant deferral / active EE | $9,446 | $4,118+129.4% | $5,053+86.9% | $4,296+119.9% |
| Admin fee / account holder | $33,130 | $8,049+311.6% | $9,451+250.6% | $6,918+378.9% |