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 | $142,231 | $80,717+76.2% | $154,803-8.1% | $84,808+67.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 23.86% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5,973 | $2,761+116.3% | $4,305+38.7% | $2,631+127.0% |
| Participant deferral / active EE | $3,859 | $3,303+16.8% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $1,849 | $6,746-72.6% | $14,329-87.1% | $7,344-74.8% |