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 | $97,794 | $79,449+23.1% | $189,557-48.4% | $85,850+13.9% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.78% | 18.45%-3.7pp | 64.17%-49.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,722 | $2,081+78.9% | $4,412-15.7% | $2,565+45.1% |
| Participant deferral / active EE | $6,772 | $4,051+67.2% | $6,174+9.7% | $3,952+71.4% |
| Admin fee / account holder | $564 | $5,377-89.5% | $9,807-94.2% | $6,260-91.0% |