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 | $114,236 | $72,137+58.4% | $142,449-19.8% | $71,457+59.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 18.06% | 21.15%-3.1pp | 19.99%-1.9pp | 28.85%-10.8pp |
| Employer contribution / active EE | $6,266 | $3,793+65.2% | $4,847+29.3% | $2,588+142.2% |
| Participant deferral / active EE | $9,150 | $5,280+73.3% | $6,283+45.6% | $4,289+113.3% |
| Admin fee / account holder | $15,240 | $1,433+963.4% | $10,011+52.2% | $1,587+860.1% |