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 | $121,771 | $98,750+23.3% | $149,696-18.7% | $79,858+52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,038 | $3,216-36.7% | $4,644-56.1% | $2,471-17.5% |
| Participant deferral / active EE | $6,690 | $5,680+17.8% | $6,842-2.2% | $3,740+78.9% |
| Admin fee / account holder | $349 | $6,053-94.2% | $9,309-96.2% | $5,306-93.4% |