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 | $88,253 | $62,127+42.1% | $81,382+8.4% | $74,495+18.5% |
| Participation rate | 80.4% | 64.0%+16.3pp | 69.5%+10.9pp | 67.2%+13.2pp |
| Annual return | 11.39% | 16.48%-5.1pp | 24.73%-13.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,394 | $1,882+27.2% | $2,463-2.8% | $2,623-8.7% |
| Participant deferral / active EE | $2,983 | $3,229-7.6% | $3,883-23.2% | $4,346-31.4% |
| Admin fee / account holder | $16,155 | $1,934+735.1% | $5,768+180.1% | $1,942+732.0% |