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 | $165,736 | $77,813+113.0% | $123,544+34.2% | $64,186+158.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.15% | 12.48%-5.3pp | 119.20%-112.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $7,911 | $3,014+162.5% | $4,628+70.9% | $2,381+232.3% |
| Participant deferral / active EE | $7,780 | $5,240+48.5% | $6,426+21.1% | $3,470+124.2% |
| Admin fee / account holder | $6,487 | $5,519+17.6% | $9,284-30.1% | $4,888+32.7% |