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 | $81,823 | $85,766-4.6% | $136,294-40.0% | $70,131+16.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.87% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,057 | $2,966+104.2% | $4,695+29.0% | $2,342+158.6% |
| Participant deferral / active EE | $6,671 | $5,051+32.1% | $6,247+6.8% | $3,332+100.2% |
| Admin fee / account holder | $1,017 | $5,420-81.2% | $9,243-89.0% | $4,645-78.1% |