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 | $67,929 | $51,576+31.7% | $129,207-47.4% | $80,856-16.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 14.26% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,533 | $1,584-3.2% | $4,153-63.1% | $2,755-44.3% |
| Participant deferral / active EE | $3,996 | $2,669+49.7% | $4,168-4.1% | $4,296-7.0% |
| Admin fee / account holder | $8,260 | $4,305+91.9% | $7,715+7.1% | $6,918+19.4% |