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 7-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 | $109,385 | $80,717+35.5% | $154,803-29.3% | $84,808+29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.61% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,914 | $2,761+114.2% | $4,305+37.4% | $2,631+124.8% |
| Participant deferral / active EE | $16,154 | $3,303+389.1% | $5,540+191.6% | $4,212+283.6% |
| Admin fee / account holder | $11,262 | $6,746+67.0% | $14,329-21.4% | $7,344+53.4% |