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 | $68,118 | $55,415+22.9% | $155,509-56.2% | $74,495-8.6% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 20.25% | 268.50%-248.2pp | 64.67%-44.4pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,816 | $2,267-19.9% | $4,672-61.1% | $2,623-30.8% |
| Participant deferral / active EE | $9,071 | $2,836+219.8% | $5,626+61.2% | $4,346+108.7% |
| Admin fee / account holder | $5,385 | $1,738+209.8% | $15,912-66.2% | $1,942+177.3% |