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 | $157,311 | $101,724+54.6% | $164,813-4.6% | $80,856+94.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.25% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $12,123 | $2,953+310.4% | $4,341+179.3% | $2,755+340.0% |
| Participant deferral / active EE | $7,870 | $4,477+75.8% | $6,031+30.5% | $4,296+83.2% |
| Admin fee / account holder | $10,207 | $8,227+24.1% | $12,690-19.6% | $6,918+47.5% |