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 | $76,356 | $48,076+58.8% | $78,689-3.0% | $62,891+21.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.78% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,967 | $2,015+295.4% | $2,851+179.5% | $2,281+249.3% |
| Participant deferral / active EE | $4,607 | $2,588+78.0% | $3,517+31.0% | $3,203+43.8% |
| Admin fee / account holder | $3,667 | $3,207+14.3% | $4,510-18.7% | $4,296-14.6% |