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 | $82,498 | $51,576+60.0% | $129,207-36.2% | $80,856+2.0% |
| Participation rate | 78.6% | 57.0%+21.6pp | 69.6%+9.0pp | 67.6%+10.9pp |
| Annual return | 18.40% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,592 | $1,584+63.7% | $4,153-37.6% | $2,755-5.9% |
| Participant deferral / active EE | $3,911 | $2,669+46.5% | $4,168-6.2% | $4,296-9.0% |
| Admin fee / account holder | $4,500 | $4,305+4.5% | $7,715-41.7% | $6,918-35.0% |