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 | $82,864 | $58,828+40.9% | $77,999+6.2% | $62,891+31.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.57% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,878 | $1,672+132.0% | $2,470+57.0% | $2,281+70.0% |
| Participant deferral / active EE | $3,675 | $2,686+36.9% | $3,497+5.1% | $3,203+14.7% |
| Admin fee / account holder | $2,891 | $4,393-34.2% | $5,480-47.3% | $4,296-32.7% |