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 | $155,984 | $86,929+79.4% | $102,423+52.3% | $80,856+92.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.31% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,513 | $2,369+132.7% | $3,023+82.3% | $2,755+100.1% |
| Participant deferral / active EE | $9,095 | $4,118+120.8% | $5,053+80.0% | $4,296+111.7% |
| Admin fee / account holder | $22,566 | $8,049+180.4% | $9,451+138.8% | $6,918+226.2% |