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 | $70,032 | $100,041-30.0% | $149,718-53.2% | $70,131-0.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.83% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,217 | $3,662-12.1% | $5,445-40.9% | $2,342+37.3% |
| Participant deferral / active EE | $3,966 | $4,983-20.4% | $6,569-39.6% | $3,332+19.0% |
| Admin fee / account holder | $1,021 | $8,286-87.7% | $11,283-90.9% | $4,645-78.0% |