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 | $83,844 | $48,076+74.4% | $78,689+6.6% | $62,891+33.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 24.60% | 31.35%-6.8pp | 62.18%-37.6pp | 20.14%+4.5pp |
| Employer contribution / active EE | $5,837 | $2,015+189.7% | $2,851+104.8% | $2,281+155.9% |
| Participant deferral / active EE | $4,885 | $2,588+88.8% | $3,517+38.9% | $3,203+52.5% |
| Admin fee / account holder | $1,361 | $3,207-57.6% | $4,510-69.8% | $4,296-68.3% |