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 | $87,811 | $60,022+46.3% | $88,946-1.3% | $84,808+3.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 25.82% | 22.43%+3.4pp | 57.82%-32.0pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,856 | $1,703+243.9% | $2,555+129.2% | $2,631+122.6% |
| Participant deferral / active EE | $8,095 | $3,114+160.0% | $4,581+76.7% | $4,212+92.2% |
| Admin fee / account holder | $4,216 | $4,811-12.4% | $8,261-49.0% | $7,344-42.6% |