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 | $133,015 | $72,277+84.0% | $101,248+31.4% | $79,858+66.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.65% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,050 | $2,692+13.3% | $3,660-16.7% | $2,471+23.4% |
| Participant deferral / active EE | $7,844 | $3,282+139.0% | $4,370+79.5% | $3,740+109.7% |
| Admin fee / account holder | $19,062 | $4,400+333.2% | $5,945+220.6% | $5,306+259.2% |