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 | $69,357 | $100,041-30.7% | $149,718-53.7% | $70,131-1.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.07% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,150 | $3,662-14.0% | $5,445-42.1% | $2,342+34.5% |
| Participant deferral / active EE | $3,095 | $4,983-37.9% | $6,569-52.9% | $3,332-7.1% |
| Admin fee / account holder | $7,369 | $8,286-11.1% | $11,283-34.7% | $4,645+58.6% |