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 | $118,175 | $63,861+85.1% | $104,607+13.0% | $79,858+48.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 20.19% | 21.30%-1.1pp | 340.46%-320.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,550 | $1,588-2.4% | $2,681-42.2% | $2,471-37.2% |
| Participant deferral / active EE | $4,310 | $2,693+60.0% | $3,740+15.2% | $3,740+15.2% |
| Admin fee / account holder | $1,323 | $4,185-68.4% | $6,473-79.6% | $5,306-75.1% |