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 | $68,877 | $85,766-19.7% | $136,294-49.5% | $70,131-1.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.92% | 31.45%-8.5pp | 5155.94%-5133.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $4,122 | $2,966+39.0% | $4,695-12.2% | $2,342+76.0% |
| Participant deferral / active EE | $6,963 | $5,051+37.8% | $6,247+11.5% | $3,332+109.0% |
| Admin fee / account holder | $428 | $5,420-92.1% | $9,243-95.4% | $4,645-90.8% |