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 | $77,267 | $85,202-9.3% | $172,739-55.3% | $72,985+5.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.19% | 27.32%-8.1pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,156 | $3,324-65.2% | $5,143-77.5% | $2,440-52.6% |
| Participant deferral / active EE | $6,082 | $3,260+86.6% | $5,198+17.0% | $3,607+68.6% |
| Admin fee / account holder | $4,220 | $5,884-28.3% | $13,954-69.8% | $5,124-17.6% |