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 | $115,182 | $56,054+105.5% | $171,082-32.7% | $62,891+83.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 7.26% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $11,463 | $1,731+562.2% | $4,002+186.5% | $2,281+402.6% |
| Participant deferral / active EE | $13,587 | $3,158+330.2% | $4,797+183.2% | $3,203+324.2% |
| Admin fee / account holder | $5,180 | $3,647+42.0% | $8,520-39.2% | $4,296+20.6% |