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 | $172,954 | $101,724+70.0% | $164,813+4.9% | $80,856+113.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.32% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,099 | $2,953+140.3% | $4,341+63.5% | $2,755+157.7% |
| Participant deferral / active EE | $10,076 | $4,477+125.0% | $6,031+67.0% | $4,296+134.5% |
| Admin fee / account holder | $17,020 | $8,227+106.9% | $12,690+34.1% | $6,918+146.0% |