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 | $162,541 | $109,413+48.6% | $156,263+4.0% | $84,808+91.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.39% | 20.18%+1.2pp | 59.47%-38.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $8,620 | $2,907+196.5% | $4,333+98.9% | $2,631+227.6% |
| Participant deferral / active EE | $6,738 | $4,590+46.8% | $6,158+9.4% | $4,212+60.0% |
| Admin fee / account holder | $39,794 | $9,357+325.3% | $14,255+179.2% | $7,344+441.9% |