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 | $73,688 | $60,124+22.6% | $90,404-18.5% | $79,858-7.7% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 18.43% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,115 | $2,068+50.6% | $3,262-4.5% | $2,471+26.1% |
| Participant deferral / active EE | $7,403 | $2,938+152.0% | $3,963+86.8% | $3,740+97.9% |
| Admin fee / account holder | $930 | $3,976-76.6% | $5,611-83.4% | $5,306-82.5% |