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 | $152,409 | $78,672+93.7% | $109,143+39.6% | $85,850+77.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 30.43% | 25.09%+5.3pp | 25.75%+4.7pp | 318.53%-288.1pp |
| Employer contribution / active EE | $6,210 | $2,735+127.1% | $3,722+66.9% | $2,565+142.1% |
| Participant deferral / active EE | $2,078 | $3,467-40.1% | $4,653-55.3% | $3,952-47.4% |
| Admin fee / account holder | $1,422 | $5,469-74.0% | $6,752-78.9% | $6,260-77.3% |