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 | $73,721 | $45,073+63.6% | $69,455+6.1% | $72,985+1.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.35% | 22.65%-3.3pp | 28.97%-9.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $6,047 | $2,054+194.4% | $2,779+117.6% | $2,440+147.9% |
| Participant deferral / active EE | $5,606 | $2,602+115.5% | $3,535+58.6% | $3,607+55.4% |
| Admin fee / account holder | $8,842 | $3,056+189.4% | $3,839+130.3% | $5,124+72.6% |