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 | $88,980 | $53,127+67.5% | $86,590+2.8% | $70,131+26.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.08% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,346 | $2,068+13.4% | $2,839-17.4% | $2,342+0.1% |
| Participant deferral / active EE | $4,897 | $2,696+81.7% | $3,609+35.7% | $3,332+47.0% |
| Admin fee / account holder | $1,566 | $3,585-56.3% | $4,906-68.1% | $4,645-66.3% |