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 | $162,481 | $72,277+124.8% | $101,248+60.5% | $79,858+103.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.98% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,961 | $2,692+47.2% | $3,660+8.2% | $2,471+60.3% |
| Participant deferral / active EE | $10,432 | $3,282+217.9% | $4,370+138.7% | $3,740+178.9% |
| Admin fee / account holder | $12,645 | $4,400+187.4% | $5,945+112.7% | $5,306+138.3% |