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 | $89,504 | $51,576+73.5% | $129,207-30.7% | $80,856+10.7% |
| Participation rate | 72.1% | 57.0%+15.1pp | 69.6%+2.5pp | 67.6%+4.5pp |
| Annual return | 16.00% | 20.81%-4.8pp | 9417.33%-9401.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,787 | $1,584+202.3% | $4,153+15.3% | $2,755+73.8% |
| Participant deferral / active EE | $2,407 | $2,669-9.8% | $4,168-42.3% | $4,296-44.0% |
| Admin fee / account holder | $8,422 | $4,305+95.6% | $7,715+9.2% | $6,918+21.7% |