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 | $111,807 | $48,076+132.6% | $78,689+42.1% | $62,891+77.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.87% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,686 | $2,015-16.3% | $2,851-40.8% | $2,281-26.1% |
| Participant deferral / active EE | $4,172 | $2,588+61.2% | $3,517+18.6% | $3,203+30.2% |
| Admin fee / account holder | $2,649 | $3,207-17.4% | $4,510-41.3% | $4,296-38.3% |