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 | $82,405 | $48,364+70.4% | $71,796+14.8% | $62,891+31.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.77% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,291 | $1,042+215.9% | $1,924+71.0% | $2,281+44.3% |
| Participant deferral / active EE | $5,574 | $2,091+166.5% | $2,794+99.5% | $3,203+74.0% |
| Admin fee / account holder | $553 | $3,771-85.3% | $4,815-88.5% | $4,296-87.1% |