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 | $121,847 | $85,202+43.0% | $172,739-29.5% | $72,985+66.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.10% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,043 | $3,324+51.7% | $5,143-1.9% | $2,440+106.7% |
| Participant deferral / active EE | $3,472 | $3,260+6.5% | $5,198-33.2% | $3,607-3.8% |
| Admin fee / account holder | $3,825 | $5,884-35.0% | $13,954-72.6% | $5,124-25.4% |