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 | $71,185 | $51,604+37.9% | $129,295-44.9% | $80,874-12.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.12% | 20.76%-5.6pp | 9429.28%-9414.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,288 | $1,585+44.4% | $4,157-45.0% | $2,756-17.0% |
| Participant deferral / active EE | $3,963 | $2,670+48.4% | $4,169-5.0% | $4,297-7.8% |
| Admin fee / account holder | $2,455 | $4,310-43.0% | $7,665-68.0% | $6,935-64.6% |