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 | $72,070 | $54,705+31.7% | $71,209+1.2% | $84,808-15.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.79% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,085 | $2,158-3.4% | $2,721-23.4% | $2,631-20.8% |
| Participant deferral / active EE | $4,038 | $3,030+33.3% | $4,175-3.3% | $4,212-4.1% |
| Admin fee / account holder | $788 | $4,863-83.8% | $5,349-85.3% | $7,344-89.3% |