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 | $94,397 | $58,828+60.5% | $77,999+21.0% | $62,891+50.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.29% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,592 | $1,672+114.9% | $2,470+45.4% | $2,281+57.5% |
| Participant deferral / active EE | $3,730 | $2,686+38.9% | $3,497+6.7% | $3,203+16.5% |
| Admin fee / account holder | $1,106 | $4,393-74.8% | $5,480-79.8% | $4,296-74.2% |