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 | $72,433 | $51,604+40.4% | $129,295-44.0% | $80,874-10.4% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.90% | 20.76%-3.9pp | 9429.28%-9412.4pp | 35.62%-18.7pp |
| Employer contribution / active EE | $2,147 | $1,585+35.5% | $4,157-48.3% | $2,756-22.1% |
| Participant deferral / active EE | $5,537 | $2,670+107.4% | $4,169+32.8% | $4,297+28.9% |
| Admin fee / account holder | $892 | $4,310-79.3% | $7,665-88.4% | $6,935-87.1% |