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 | $65,807 | $48,230+36.4% | $67,502-2.5% | $80,856-18.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.26% | 18.28%-2.0pp | 3512.12%-3495.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $983 | $2,020-51.3% | $2,731-64.0% | $2,755-64.3% |
| Participant deferral / active EE | $983 | $2,924-66.4% | $4,000-75.4% | $4,296-77.1% |
| Admin fee / account holder | $4,526 | $3,681+23.0% | $3,998+13.2% | $6,918-34.6% |