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 | $71,746 | $48,795+47.0% | $65,493+9.5% | $84,808-15.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.07% | 20.20%-2.1pp | 982.45%-964.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,370 | $1,930+74.6% | $2,574+30.9% | $2,631+28.1% |
| Participant deferral / active EE | $7,741 | $2,928+164.4% | $3,961+95.4% | $4,212+83.8% |
| Admin fee / account holder | $2,968 | $3,877-23.4% | $5,028-41.0% | $7,344-59.6% |