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 | $85,440 | $57,016+49.9% | $84,966+0.6% | $80,856+5.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 23.27% | 21.66%+1.6pp | 66.38%-43.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $3,021 | $1,798+68.1% | $2,727+10.8% | $2,755+9.7% |
| Participant deferral / active EE | $3,718 | $3,110+19.6% | $4,519-17.7% | $4,296-13.5% |
| Admin fee / account holder | $4,048 | $4,980-18.7% | $6,149-34.2% | $6,918-41.5% |