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 | $155,352 | $81,248+91.2% | $155,509-0.1% | $80,856+92.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.59% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,675 | $3,100+179.8% | $4,672+85.7% | $2,755+214.9% |
| Participant deferral / active EE | $5,420 | $3,452+57.0% | $5,626-3.7% | $4,296+26.2% |
| Admin fee / account holder | $5,495 | $7,997-31.3% | $15,912-65.5% | $6,918-20.6% |