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 | $118,137 | $85,202+38.7% | $172,739-31.6% | $72,985+61.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.14% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,609 | $3,324-51.6% | $5,143-68.7% | $2,440-34.0% |
| Participant deferral / active EE | $3,457 | $3,260+6.0% | $5,198-33.5% | $3,607-4.2% |
| Admin fee / account holder | $2,083 | $5,884-64.6% | $13,954-85.1% | $5,124-59.3% |