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 | $161,071 | $74,927+115.0% | $101,794+58.2% | $84,808+89.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.93% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,805 | $1,522+18.6% | $2,289-21.2% | $2,631-31.4% |
| Participant deferral / active EE | $7,209 | $3,099+132.6% | $4,084+76.5% | $4,212+71.2% |
| Admin fee / account holder | $36,231 | $6,514+456.2% | $8,777+312.8% | $7,344+393.4% |