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 | $71,071 | $46,553+52.7% | $64,056+11.0% | $75,163-5.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.43% | 26.03%-10.6pp | 33.69%-18.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,336 | $1,974+69.0% | $2,747+21.5% | $2,670+25.0% |
| Participant deferral / active EE | $5,508 | $2,837+94.2% | $3,880+42.0% | $4,125+33.5% |
| Admin fee / account holder | $1,763 | $2,952-40.3% | $3,068-42.6% | $5,651-68.8% |