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 | $98,348 | $85,766+14.7% | $136,294-27.8% | $70,131+40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.41% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $7,440 | $2,966+150.8% | $4,695+58.4% | $2,342+217.6% |
| Participant deferral / active EE | $4,174 | $5,051-17.4% | $6,247-33.2% | $3,332+25.3% |
| Admin fee / account holder | $1,594 | $5,420-70.6% | $9,243-82.8% | $4,645-65.7% |