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 | $147,305 | $81,233+81.3% | $155,567-5.3% | $80,874+82.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.81% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $9,853 | $3,101+217.7% | $4,674+110.8% | $2,756+257.5% |
| Participant deferral / active EE | $4,307 | $3,452+24.8% | $5,628-23.5% | $4,297+0.2% |
| Admin fee / account holder | $29,116 | $7,998+264.1% | $15,916+82.9% | $6,935+319.8% |