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 | $182,456 | $106,749+70.9% | $145,433+25.5% | $82,448+121.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.16% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,217 | $3,444+51.5% | $4,554+14.5% | $2,551+104.5% |
| Participant deferral / active EE | $8,777 | $6,519+34.7% | $7,897+11.1% | $4,139+112.1% |
| Admin fee / account holder | $16,844 | $8,390+100.8% | $13,129+28.3% | $7,234+132.8% |