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 8-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 | $71,965 | $53,516+34.5% | $126,539-43.1% | $84,808-15.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.22% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,178 | $1,535+302.5% | $3,674+68.1% | $2,631+134.8% |
| Participant deferral / active EE | $2,861 | $2,671+7.1% | $4,083-29.9% | $4,212-32.1% |
| Admin fee / account holder | $6,008 | $4,497+33.6% | $6,065-0.9% | $7,344-18.2% |