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 | $112,264 | $54,762+105.0% | $90,281+24.3% | $72,985+53.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.29% | 30.63%-8.3pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,462 | $2,092+113.3% | $2,854+56.3% | $2,440+82.9% |
| Participant deferral / active EE | $4,954 | $2,887+71.6% | $3,885+27.5% | $3,607+37.3% |
| Admin fee / account holder | $9,282 | $3,972+133.7% | $5,351+73.5% | $5,124+81.1% |