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 | $83,253 | $51,638+61.2% | $68,368+21.8% | $82,448+1.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.91% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,777 | $2,047+84.6% | $2,649+42.6% | $2,551+48.1% |
| Participant deferral / active EE | $9,684 | $2,914+232.4% | $4,123+134.9% | $4,139+134.0% |
| Admin fee / account holder | $10,473 | $4,643+125.5% | $5,150+103.4% | $7,234+44.8% |