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 | $163,424 | $77,813+110.0% | $123,544+32.3% | $64,186+154.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.84% | 12.48%-4.6pp | 119.20%-111.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $6,687 | $3,014+121.9% | $4,628+44.5% | $2,381+180.9% |
| Participant deferral / active EE | $3,403 | $5,240-35.1% | $6,426-47.0% | $3,470-1.9% |
| Admin fee / account holder | $39,325 | $5,519+612.6% | $9,284+323.6% | $4,888+704.5% |