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 | $88,508 | $35,183+151.6% | $73,545+20.3% | $70,131+26.2% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 21.22% | 26.90%-5.7pp | -15.16%+36.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $943 | $709+33.1% | $1,219-22.6% | $2,342-59.7% |
| Participant deferral / active EE | $1,058 | $1,220-13.3% | $1,806-41.4% | $3,332-68.2% |
| Admin fee / account holder | $2,429 | $2,302+5.5% | $2,320+4.7% | $4,645-47.7% |