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 | $86,751 | $52,519+65.2% | $155,790-44.3% | $59,632+45.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.69% | 53.51%-52.8pp | 71.54%-70.8pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $4,133 | $1,589+160.1% | $3,836+7.7% | $2,203+87.7% |
| Participant deferral / active EE | $5,344 | $3,084+73.3% | $4,797+11.4% | $3,192+67.4% |
| Admin fee / account holder | $4,899 | $3,540+38.4% | $7,478-34.5% | $4,297+14.0% |