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 | $98,913 | $77,899+27.0% | $149,673-33.9% | $75,163+31.6% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 16.31% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $9,944 | $3,137+217.0% | $4,818+106.4% | $2,670+272.5% |
| Participant deferral / active EE | $3,823 | $3,411+12.1% | $5,680-32.7% | $4,125-7.3% |
| Admin fee / account holder | $5,774 | $5,956-3.1% | $13,210-56.3% | $5,651+2.2% |