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 | $167,140 | $106,749+56.6% | $145,433+14.9% | $82,448+102.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.44% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $9,037 | $3,444+162.4% | $4,554+98.4% | $2,551+254.2% |
| Participant deferral / active EE | $3,757 | $6,519-42.4% | $7,897-52.4% | $4,139-9.2% |
| Admin fee / account holder | $31,970 | $8,390+281.1% | $13,129+143.5% | $7,234+341.9% |