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 | $71,940 | $89,355-19.5% | $141,162-49.0% | $72,985-1.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.48% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,605 | $3,114+15.8% | $4,735-23.9% | $2,440+47.8% |
| Participant deferral / active EE | $6,366 | $5,418+17.5% | $6,709-5.1% | $3,607+76.5% |
| Admin fee / account holder | $14,262 | $5,958+139.4% | $10,261+39.0% | $5,124+178.3% |