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 | $165,528 | $63,355+161.3% | $91,989+79.9% | $72,985+126.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.12% | 35.35%-13.2pp | 69.02%-46.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $8,069 | $2,116+281.4% | $3,452+133.8% | $2,440+230.7% |
| Participant deferral / active EE | $10,366 | $4,883+112.3% | $5,923+75.0% | $3,607+187.4% |
| Admin fee / account holder | $7,125 | $4,668+52.6% | $7,743-8.0% | $5,124+39.0% |