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 | $71,128 | $100,041-28.9% | $149,718-52.5% | $70,131+1.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.30% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,520 | $3,662-58.5% | $5,445-72.1% | $2,342-35.1% |
| Participant deferral / active EE | $3,335 | $4,983-33.1% | $6,569-49.2% | $3,332+0.1% |
| Admin fee / account holder | $3,149 | $8,286-62.0% | $11,283-72.1% | $4,645-32.2% |