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 | $73,294 | $157,256-53.4% | $141,162-48.1% | $152,861-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.75% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,253 | $5,261-19.2% | $4,735-10.2% | $4,762-10.7% |
| Participant deferral / active EE | $13,432 | $7,109+88.9% | $6,709+100.2% | $5,850+129.6% |
| Admin fee / account holder | $348 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |