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 | $127,362 | $60,022+112.2% | $88,946+43.2% | $84,808+50.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.47% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,400 | $1,703+158.4% | $2,555+72.2% | $2,631+67.2% |
| Participant deferral / active EE | $4,011 | $3,114+28.8% | $4,581-12.5% | $4,212-4.8% |
| Admin fee / account holder | $6,414 | $4,811+33.3% | $8,261-22.4% | $7,344-12.7% |