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 | $173,055 | $123,793+39.8% | $177,821-2.7% | $79,858+116.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.78% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $9,556 | $4,095+133.3% | $5,918+61.5% | $2,471+286.8% |
| Participant deferral / active EE | $14,865 | $5,956+149.6% | $7,714+92.7% | $3,740+297.4% |
| Admin fee / account holder | $14,807 | $7,243+104.4% | $12,427+19.1% | $5,306+179.0% |