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 | $59,304 | $48,076+23.4% | $78,689-24.6% | $62,891-5.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.57% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,247 | $2,015+61.2% | $2,851+13.9% | $2,281+42.4% |
| Participant deferral / active EE | $8,106 | $2,588+213.3% | $3,517+130.5% | $3,203+153.1% |
| Admin fee / account holder | $13,412 | $3,207+318.2% | $4,510+197.4% | $4,296+212.2% |