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 | $89,705 | $57,541+55.9% | $95,745-6.3% | $75,163+19.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.91% | 34.93%-14.0pp | 28.35%-7.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,475 | $1,808+92.2% | $2,835+22.6% | $2,670+30.2% |
| Participant deferral / active EE | $4,530 | $3,074+47.4% | $4,245+6.7% | $4,125+9.8% |
| Admin fee / account holder | $14,873 | $4,099+262.9% | $5,678+161.9% | $5,651+163.2% |