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 | $61,565 | $100,041-38.5% | $149,718-58.9% | $70,131-12.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.35% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,989 | $3,662-18.4% | $5,445-45.1% | $2,342+27.6% |
| Participant deferral / active EE | $2,427 | $4,983-51.3% | $6,569-63.0% | $3,332-27.1% |
| Admin fee / account holder | $717 | $8,286-91.3% | $11,283-93.6% | $4,645-84.6% |