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 | $61,862 | $48,076+28.7% | $78,689-21.4% | $62,891-1.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.44% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,890 | $2,015+242.0% | $2,851+141.7% | $2,281+202.1% |
| Participant deferral / active EE | $6,744 | $2,588+160.6% | $3,517+91.8% | $3,203+110.6% |
| Admin fee / account holder | $3,740 | $3,207+16.6% | $4,510-17.1% | $4,296-12.9% |