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 | $69,515 | $48,795+42.5% | $65,493+6.1% | $84,808-18.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.37% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,064 | $1,930+7.0% | $2,574-19.8% | $2,631-21.5% |
| Participant deferral / active EE | $1,654 | $2,928-43.5% | $3,961-58.2% | $4,212-60.7% |
| Admin fee / account holder | $1,554 | $3,877-59.9% | $5,028-69.1% | $7,344-78.8% |