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 | $74,257 | $48,076+54.5% | $78,689-5.6% | $62,891+18.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.73% | 31.35%-19.6pp | 62.18%-50.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $12,407 | $2,015+515.8% | $2,851+335.2% | $2,281+444.0% |
| Participant deferral / active EE | $9,430 | $2,588+264.4% | $3,517+168.1% | $3,203+194.4% |
| Admin fee / account holder | $2,792 | $3,207-12.9% | $4,510-38.1% | $4,296-35.0% |