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 | $138,147 | $81,460+69.6% | $103,333+33.7% | $80,856+70.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 24.44% | 25.55%-1.1pp | 24.88%-0.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $8,918 | $3,105+187.2% | $3,868+130.6% | $2,755+223.7% |
| Participant deferral / active EE | $7,367 | $3,869+90.4% | $5,057+45.7% | $4,296+71.5% |
| Admin fee / account holder | $20,908 | $6,566+218.4% | $8,355+150.3% | $6,918+202.2% |