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 | $84,677 | $57,016+48.5% | $84,966-0.3% | $80,856+4.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.46% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,318 | $1,798+195.8% | $2,727+95.0% | $2,755+93.0% |
| Participant deferral / active EE | $9,348 | $3,110+200.6% | $4,519+106.9% | $4,296+117.6% |
| Admin fee / account holder | $7,565 | $4,980+51.9% | $6,149+23.0% | $6,918+9.4% |