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 | $71,814 | $53,127+35.2% | $86,590-17.1% | $70,131+2.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.78% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,350 | $2,068+62.0% | $2,839+18.0% | $2,342+43.0% |
| Participant deferral / active EE | $5,114 | $2,696+89.7% | $3,609+41.7% | $3,332+53.5% |
| Admin fee / account holder | $1,589 | $3,585-55.7% | $4,906-67.6% | $4,645-65.8% |