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 | $97,503 | $85,766+13.7% | $136,294-28.5% | $70,131+39.0% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.2pp |
| Annual return | 16.48% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,254 | $2,966+9.7% | $4,695-30.7% | $2,342+38.9% |
| Participant deferral / active EE | $12,338 | $5,051+144.2% | $6,247+97.5% | $3,332+270.3% |
| Admin fee / account holder | $12,731 | $5,420+134.9% | $9,243+37.7% | $4,645+174.1% |