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 | $167,260 | $81,248+105.9% | $155,509+7.6% | $80,856+106.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.39% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,315 | $3,100+6.9% | $4,672-29.0% | $2,755+20.4% |
| Participant deferral / active EE | $7,136 | $3,452+106.7% | $5,626+26.8% | $4,296+66.1% |
| Admin fee / account holder | $4,352 | $7,997-45.6% | $15,912-72.6% | $6,918-37.1% |