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 | $110,944 | $89,355+24.2% | $141,162-21.4% | $72,985+52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.26% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,710 | $3,114+19.1% | $4,735-21.6% | $2,440+52.1% |
| Participant deferral / active EE | $9,152 | $5,418+68.9% | $6,709+36.4% | $3,607+153.7% |
| Admin fee / account holder | $8,862 | $5,958+48.7% | $10,261-13.6% | $5,124+72.9% |