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 | $143,364 | $81,248+76.5% | $155,509-7.8% | $80,856+77.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.36% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $9,261 | $3,100+198.7% | $4,672+98.2% | $2,755+236.2% |
| Participant deferral / active EE | $8,278 | $3,452+139.8% | $5,626+47.1% | $4,296+92.7% |
| Admin fee / account holder | $19,314 | $7,997+141.5% | $15,912+21.4% | $6,918+179.2% |