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 | $114,859 | $77,503+48.2% | $100,391+14.4% | $80,856+42.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.51% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,852 | $2,801-33.9% | $3,942-53.0% | $2,755-32.8% |
| Participant deferral / active EE | $7,072 | $6,820+3.7% | $8,082-12.5% | $4,296+64.6% |
| Admin fee / account holder | $15,988 | $5,897+171.1% | $7,899+102.4% | $6,918+131.1% |