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 | $65,536 | $85,766-23.6% | $136,294-51.9% | $70,131-6.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.89% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,582 | $2,966+54.5% | $4,695-2.4% | $2,342+95.6% |
| Participant deferral / active EE | $5,449 | $5,051+7.9% | $6,247-12.8% | $3,332+63.5% |
| Admin fee / account holder | $2,381 | $5,420-56.1% | $9,243-74.2% | $4,645-48.8% |