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 | $98,178 | $72,277+35.8% | $101,248-3.0% | $79,858+22.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.41% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $9,034 | $2,692+235.6% | $3,660+146.9% | $2,471+265.6% |
| Participant deferral / active EE | $8,377 | $3,282+155.3% | $4,370+91.7% | $3,740+124.0% |
| Admin fee / account holder | $9,311 | $4,400+111.6% | $5,945+56.6% | $5,306+75.5% |