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 | $89,290 | $54,705+63.2% | $71,209+25.4% | $84,808+5.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.35% | 35.90%-21.5pp | 282.51%-268.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,781 | $2,158-17.5% | $2,721-34.5% | $2,631-32.3% |
| Participant deferral / active EE | $4,616 | $3,030+52.3% | $4,175+10.5% | $4,212+9.6% |
| Admin fee / account holder | $9,931 | $4,863+104.2% | $5,349+85.7% | $7,344+35.2% |