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 | $135,500 | $77,503+74.8% | $100,391+35.0% | $80,856+67.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.40% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,242 | $2,801+51.5% | $3,942+7.6% | $2,755+54.0% |
| Participant deferral / active EE | $14,551 | $6,820+113.4% | $8,082+80.1% | $4,296+238.7% |
| Admin fee / account holder | $10,353 | $5,897+75.6% | $7,899+31.1% | $6,918+49.6% |