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 | $111,869 | $76,552+46.1% | $123,892-9.7% | $62,891+77.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,472 | $2,883+20.5% | $4,617-24.8% | $2,281+52.2% |
| Participant deferral / active EE | $7,304 | $4,840+50.9% | $5,984+22.1% | $3,203+128.1% |
| Admin fee / account holder | $12,921 | $4,826+167.8% | $8,357+54.6% | $4,296+200.8% |