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 | $60,553 | $40,256+50.4% | $57,343+5.6% | $59,632+1.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.94% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $4,325 | $1,922+125.1% | $2,689+60.9% | $2,203+96.4% |
| Participant deferral / active EE | $1,203 | $2,399-49.9% | $3,162-62.0% | $3,192-62.3% |
| Admin fee / account holder | $6,047 | $2,818+114.6% | $3,356+80.2% | $4,297+40.7% |