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 | $88,939 | $40,256+120.9% | $57,343+55.1% | $59,632+49.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.03% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $2,556 | $1,922+33.0% | $2,689-4.9% | $2,203+16.0% |
| Participant deferral / active EE | $3,698 | $2,399+54.1% | $3,162+16.9% | $3,192+15.9% |
| Admin fee / account holder | $9,225 | $2,818+227.4% | $3,356+174.9% | $4,297+114.7% |