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 | $87,486 | $95,416-8.3% | $185,823-52.9% | $85,850+1.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.84% | 23.59%-0.7pp | 122.05%-99.2pp | 318.53%-295.7pp |
| Employer contribution / active EE | $6,679 | $3,314+101.6% | $5,167+29.3% | $2,565+160.4% |
| Participant deferral / active EE | $5,771 | $3,423+68.6% | $5,568+3.7% | $3,952+46.0% |
| Admin fee / account holder | $2,988 | $7,213-58.6% | $16,237-81.6% | $6,260-52.3% |