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 | $64,535 | $85,766-24.8% | $136,294-52.7% | $70,131-8.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.81% | 31.45%-7.6pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $4,849 | $2,966+63.5% | $4,695+3.3% | $2,342+107.0% |
| Participant deferral / active EE | $12,435 | $5,051+146.2% | $6,247+99.0% | $3,332+273.2% |
| Admin fee / account holder | $2,230 | $5,420-58.9% | $9,243-75.9% | $4,645-52.0% |