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 | $145,781 | $86,929+67.7% | $102,423+42.3% | $80,856+80.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.51% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,076 | $2,369+29.8% | $3,023+1.7% | $2,755+11.7% |
| Participant deferral / active EE | $9,210 | $4,118+123.6% | $5,053+82.3% | $4,296+114.4% |
| Admin fee / account holder | $22,703 | $8,049+182.1% | $9,451+140.2% | $6,918+228.2% |