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 | $117,356 | $98,750+18.8% | $149,696-21.6% | $79,858+47.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.64% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,819 | $3,216-43.5% | $4,644-60.8% | $2,471-26.4% |
| Participant deferral / active EE | $4,982 | $5,680-12.3% | $6,842-27.2% | $3,740+33.2% |
| Admin fee / account holder | $802 | $6,053-86.7% | $9,309-91.4% | $5,306-84.9% |