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 | $100,566 | $72,012+39.7% | $185,823-45.9% | $79,858+25.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 18.71% | 23.12%-4.4pp | 35.95%-17.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,379 | $1,965+173.8% | $4,087+31.6% | $2,471+117.7% |
| Participant deferral / active EE | $9,714 | $3,779+157.1% | $5,632+72.5% | $3,740+159.7% |
| Admin fee / account holder | $5,643 | $4,513+25.1% | $9,500-40.6% | $5,306+6.4% |