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 | $84,857 | $46,553+82.3% | $64,056+32.5% | $75,163+12.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.00% | 26.03%-13.0pp | 33.69%-20.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $6,731 | $1,974+241.0% | $2,747+145.1% | $2,670+152.1% |
| Participant deferral / active EE | $4,143 | $2,837+46.1% | $3,880+6.8% | $4,125+0.4% |
| Admin fee / account holder | $1,009 | $2,952-65.8% | $3,068-67.1% | $5,651-82.1% |