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 | $86,865 | $72,277+20.2% | $101,248-14.2% | $79,858+8.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 24.33% | 22.30%+2.0pp | 46.47%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $10,407 | $2,692+286.6% | $3,660+184.4% | $2,471+321.2% |
| Participant deferral / active EE | $8,418 | $3,282+156.5% | $4,370+92.6% | $3,740+125.1% |
| Admin fee / account holder | $1,441 | $4,400-67.3% | $5,945-75.8% | $5,306-72.8% |