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 | $70,837 | $85,766-17.4% | $136,294-48.0% | $70,131+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.02% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,811 | $2,966+28.5% | $4,695-18.8% | $2,342+62.7% |
| Participant deferral / active EE | $5,703 | $5,051+12.9% | $6,247-8.7% | $3,332+71.2% |
| Admin fee / account holder | $13,781 | $5,420+154.2% | $9,243+49.1% | $4,645+196.7% |