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 | $72,677 | $49,227+47.6% | $70,449+3.2% | $79,858-9.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.18% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,302 | $2,099+57.3% | $2,737+20.7% | $2,471+33.7% |
| Participant deferral / active EE | $2,923 | $2,768+5.6% | $3,709-21.2% | $3,740-21.8% |
| Admin fee / account holder | $5,268 | $2,878+83.0% | $3,845+37.0% | $5,306-0.7% |