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 | $112,804 | $57,354+96.7% | $83,848+34.5% | $64,186+75.7% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | 10.15% | 11.38%-1.2pp | 850.88%-840.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,626 | $2,545+3.2% | $3,631-27.7% | $2,381+10.3% |
| Participant deferral / active EE | $6,565 | $2,993+119.3% | $4,082+60.8% | $3,470+89.2% |
| Admin fee / account holder | $33,467 | $4,046+727.2% | $5,478+510.9% | $4,888+584.7% |