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 | $66,902 | $78,705-15.0% | $117,854-43.2% | $70,131-4.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.44% | 23.30%-3.9pp | 335.08%-315.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,248 | $2,223+136.1% | $3,786+38.6% | $2,342+124.1% |
| Participant deferral / active EE | $2,350 | $3,297-28.7% | $4,482-47.6% | $3,332-29.5% |
| Admin fee / account holder | $2,154 | $5,065-57.5% | $8,020-73.1% | $4,645-53.6% |