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 | $94,124 | $100,041-5.9% | $149,718-37.1% | $70,131+34.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.59% | 27.43%-5.8pp | 1501.63%-1480.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,480 | $3,662-59.6% | $5,445-72.8% | $2,342-36.8% |
| Participant deferral / active EE | $7,468 | $4,983+49.9% | $6,569+13.7% | $3,332+124.2% |
| Admin fee / account holder | $2,816 | $8,286-66.0% | $11,283-75.0% | $4,645-39.4% |