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 | $93,935 | $51,576+82.1% | $129,207-27.3% | $80,856+16.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.22% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $966 | $1,584-39.0% | $4,153-76.7% | $2,755-64.9% |
| Participant deferral / active EE | $12,600 | $2,669+372.1% | $4,168+202.3% | $4,296+193.3% |
| Admin fee / account holder | $8,940 | $4,305+107.7% | $7,715+15.9% | $6,918+29.2% |