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 | $53,933 | $82,032-34.3% | $123,104-56.2% | $59,632-9.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 13.61% | 5.12%+8.5pp | 13.22%+0.4pp | 2041.28%-2027.7pp |
| Employer contribution / active EE | $6,943 | $3,297+110.6% | $5,151+34.8% | $2,203+215.2% |
| Participant deferral / active EE | $13,362 | $4,667+186.3% | $6,230+114.5% | $3,192+318.6% |
| Admin fee / account holder | $5,281 | $5,881-10.2% | $9,015-41.4% | $4,297+22.9% |