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 | $72,916 | $45,035+61.9% | $62,995+15.7% | $70,131+4.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.82% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,479 | $2,051+20.9% | $2,759-10.1% | $2,342+5.8% |
| Participant deferral / active EE | $6,603 | $2,465+167.9% | $3,329+98.3% | $3,332+98.2% |
| Admin fee / account holder | $8,838 | $2,834+211.8% | $3,600+145.5% | $4,645+90.3% |