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 | $121,897 | $93,571+30.3% | $135,903-10.3% | $75,163+62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,670 | $3,537-24.5% | $4,856-45.0% | $2,6700% |
| Participant deferral / active EE | $6,448 | $6,404+0.7% | $7,758-16.9% | $4,125+56.3% |
| Admin fee / account holder | $4,034 | $6,975-42.2% | $10,762-62.5% | $5,651-28.6% |