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 | $153,683 | $101,763+51.0% | $164,866-6.8% | $80,874+90.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.30% | 16.73%-5.4pp | 69.97%-58.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $9,484 | $2,954+221.0% | $4,343+118.4% | $2,756+244.2% |
| Participant deferral / active EE | $11,403 | $4,477+154.7% | $6,033+89.0% | $4,297+165.4% |
| Admin fee / account holder | $9,755 | $8,228+18.6% | $12,689-23.1% | $6,935+40.7% |