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 | $114,231 | $58,694+94.6% | $142,863-20.0% | $85,850+33.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 17.80% | 27.72%-9.9pp | 5637.54%-5619.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,372 | $1,423-3.5% | $4,144-66.9% | $2,565-46.5% |
| Participant deferral / active EE | $1,372 | $2,607-47.4% | $3,837-64.2% | $3,952-65.3% |
| Admin fee / account holder | $1,914 | $4,239-54.8% | $6,560-70.8% | $6,260-69.4% |