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 | $94,319 | $84,233+12.0% | $170,442-44.7% | $70,131+34.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.80% | 23.06%-2.3pp | 205.93%-185.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $8,433 | $3,387+149.0% | $5,433+55.2% | $2,342+260.0% |
| Participant deferral / active EE | $2,238 | $3,086-27.5% | $4,939-54.7% | $3,332-32.8% |
| Admin fee / account holder | $1,944 | $5,698-65.9% | $13,880-86.0% | $4,645-58.2% |