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 | $52,861 | $80,753-34.5% | $136,294-61.2% | $62,292-15.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.99% | 35.83%-7.8pp | 5155.94%-5127.9pp | 28.90%-0.9pp |
| Employer contribution / active EE | $7,501 | $2,884+160.1% | $4,695+59.8% | $2,042+267.3% |
| Participant deferral / active EE | $6,585 | $5,164+27.5% | $6,247+5.4% | $3,169+107.8% |
| Admin fee / account holder | $376 | $525-28.4% | $9,243-95.9% | $479-21.5% |