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 | $87,357 | $69,518+25.7% | $59,878+45.9% | $135,375-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.17% | 7.94%+0.2pp | 3.46%+4.7pp | 519.73%-511.6pp |
| Employer contribution / active EE | $995 | $3,235-69.2% | $2,722-63.5% | $4,779-79.2% |
| Participant deferral / active EE | $6,514 | $4,206+54.9% | $3,402+91.5% | $5,609+16.1% |
| Admin fee / account holder | $12,437 | $5,734+116.9% | $3,590+246.4% | $10,827+14.9% |