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 | $92,652 | $78,705+17.7% | $117,854-21.4% | $70,131+32.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.95% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,265 | $2,223+46.8% | $3,786-13.8% | $2,342+39.4% |
| Participant deferral / active EE | $4,887 | $3,297+48.2% | $4,482+9.0% | $3,332+46.7% |
| Admin fee / account holder | $10,022 | $5,065+97.9% | $8,020+25.0% | $4,645+115.7% |