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 | $64,701 | $43,723+48.0% | $121,196-46.6% | $64,186+0.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 1.81% | 68.91%-67.1pp | 16.93%-15.1pp | 7.63%-5.8pp |
| Employer contribution / active EE | $5,168 | $1,296+298.7% | $4,022+28.5% | $2,381+117.1% |
| Participant deferral / active EE | $3,608 | $2,280+58.3% | $3,344+7.9% | $3,470+4.0% |
| Admin fee / account holder | $1,748 | $3,501-50.1% | $5,019-65.2% | $4,888-64.2% |