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 | $164,063 | $117,841+39.2% | $102,423+60.2% | $145,922+12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 31.65%-20.7pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,986 | $3,615+37.9% | $3,023+64.9% | $4,660+7.0% |
| Participant deferral / active EE | $8,922 | $5,731+55.7% | $5,053+76.6% | $6,688+33.4% |
| Admin fee / account holder | $48,201 | $13,326+261.7% | $9,451+410.0% | $13,397+259.8% |