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 | $127,769 | $65,041+96.4% | $90,951+40.5% | $79,858+60.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.35% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,963 | $1,247+57.4% | $2,122-7.5% | $2,471-20.6% |
| Participant deferral / active EE | $4,811 | $2,512+91.5% | $3,373+42.6% | $3,740+28.6% |
| Admin fee / account holder | $635 | $4,536-86.0% | $5,959-89.3% | $5,306-88.0% |