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 | $104,433 | $57,354+82.1% | $83,848+24.6% | $64,186+62.7% |
| Participation rate | 72.5% | 68.6%+3.9pp | 76.1%-3.6pp | 69.6%+3.0pp |
| Annual return | 10.20% | 11.38%-1.2pp | 850.88%-840.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,425 | $2,545-44.0% | $3,631-60.7% | $2,381-40.1% |
| Participant deferral / active EE | $2,686 | $2,993-10.3% | $4,082-34.2% | $3,470-22.6% |
| Admin fee / account holder | $1,350 | $4,046-66.6% | $5,478-75.4% | $4,888-72.4% |