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 | $131,505 | $61,605+113.5% | $112,229+17.2% | $75,163+75.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.85% | 28.47%-11.6pp | 30.20%-13.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,171 | $2,015+107.0% | $3,430+21.6% | $2,670+56.2% |
| Participant deferral / active EE | $4,268 | $3,108+37.3% | $4,798-11.1% | $4,125+3.5% |
| Admin fee / account holder | $9,567 | $4,862+96.8% | $7,748+23.5% | $5,651+69.3% |