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 | $122,935 | $84,233+45.9% | $170,442-27.9% | $70,131+75.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,576 | $3,387-24.0% | $5,433-52.6% | $2,342+10.0% |
| Participant deferral / active EE | $6,782 | $3,086+119.8% | $4,939+37.3% | $3,332+103.6% |
| Admin fee / account holder | $1,507 | $5,698-73.6% | $13,880-89.1% | $4,645-67.6% |