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 | $117,903 | $80,717+46.1% | $154,803-23.8% | $84,808+39.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.17% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,285 | $2,761+19.0% | $4,305-23.7% | $2,631+24.9% |
| Participant deferral / active EE | $8,224 | $3,303+149.0% | $5,540+48.4% | $4,212+95.3% |
| Admin fee / account holder | $13,171 | $6,746+95.3% | $14,329-8.1% | $7,344+79.3% |