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 | $119,567 | $85,766+39.4% | $136,294-12.3% | $70,131+70.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.37% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,677 | $2,966-43.4% | $4,695-64.3% | $2,342-28.4% |
| Participant deferral / active EE | $3,906 | $5,051-22.7% | $6,247-37.5% | $3,332+17.2% |
| Admin fee / account holder | $1,384 | $5,420-74.5% | $9,243-85.0% | $4,645-70.2% |