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 | $89,871 | $48,570+85.0% | $130,648-31.2% | $72,985+23.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.93% | 38.63%-15.7pp | 1708.96%-1686.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,882 | $1,334+41.1% | $4,092-54.0% | $2,440-22.9% |
| Participant deferral / active EE | $5,220 | $2,384+119.0% | $3,603+44.9% | $3,607+44.7% |
| Admin fee / account holder | $4,032 | $3,549+13.6% | $5,464-26.2% | $5,124-21.3% |