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 | $201,828 | $72,277+179.2% | $101,248+99.3% | $79,858+152.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.00% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,118 | $2,692+90.1% | $3,660+39.9% | $2,471+107.1% |
| Participant deferral / active EE | $3,934 | $3,282+19.9% | $4,370-10.0% | $3,740+5.2% |
| Admin fee / account holder | $8,750 | $4,400+98.8% | $5,945+47.2% | $5,306+64.9% |