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 | $75,129 | $51,576+45.7% | $129,207-41.9% | $80,856-7.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.08% | 20.81%-4.7pp | 9417.33%-9401.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,977 | $1,584+151.1% | $4,153-4.2% | $2,755+44.4% |
| Participant deferral / active EE | $5,784 | $2,669+116.7% | $4,168+38.8% | $4,296+34.6% |
| Admin fee / account holder | $841 | $4,305-80.5% | $7,715-89.1% | $6,918-87.8% |