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 | $85,424 | $102,317-16.5% | $146,958-41.9% | $80,856+5.6% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 15.15% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,017 | $3,713+35.1% | $4,933+1.7% | $2,755+82.1% |
| Participant deferral / active EE | $9,582 | $6,644+44.2% | $8,070+18.7% | $4,296+123.1% |
| Admin fee / account holder | $1,729 | $7,941-78.2% | $12,998-86.7% | $6,918-75.0% |