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 | $89,259 | $53,127+68.0% | $86,590+3.1% | $70,131+27.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.01% | 27.66%-7.6pp | 964.84%-944.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $4,758 | $2,068+130.1% | $2,839+67.6% | $2,342+103.1% |
| Participant deferral / active EE | $13,642 | $2,696+406.1% | $3,609+278.0% | $3,332+309.5% |
| Admin fee / account holder | $1,119 | $3,585-68.8% | $4,906-77.2% | $4,645-75.9% |