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 | $97,758 | $49,227+98.6% | $70,449+38.8% | $79,858+22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.47% | 30.06%-13.6pp | 109.03%-92.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,691 | $2,099-19.4% | $2,737-38.2% | $2,471-31.6% |
| Participant deferral / active EE | $3,576 | $2,768+29.2% | $3,709-3.6% | $3,740-4.4% |
| Admin fee / account holder | $1,543 | $2,878-46.4% | $3,845-59.9% | $5,306-70.9% |