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 | $92,379 | $45,035+105.1% | $62,995+46.6% | $70,131+31.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 38.50% | 18.76%+19.7pp | 87.57%-49.1pp | 73.14%-34.6pp |
| Employer contribution / active EE | $3,508 | $2,051+71.0% | $2,759+27.2% | $2,342+49.8% |
| Participant deferral / active EE | $2,730 | $2,465+10.8% | $3,329-18.0% | $3,332-18.1% |
| Admin fee / account holder | $4,327 | $2,834+52.7% | $3,600+20.2% | $4,645-6.9% |