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 | $124,138 | $93,571+32.7% | $135,903-8.7% | $75,163+65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.33% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,885 | $3,537-18.4% | $4,856-40.6% | $2,670+8.1% |
| Participant deferral / active EE | $9,438 | $6,404+47.4% | $7,758+21.7% | $4,125+128.8% |
| Admin fee / account holder | $10,970 | $6,975+57.3% | $10,762+1.9% | $5,651+94.1% |