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 | $63,169 | $89,355-29.3% | $141,162-55.3% | $72,985-13.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.66% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,551 | $3,114+14.0% | $4,735-25.0% | $2,440+45.5% |
| Participant deferral / active EE | $6,809 | $5,418+25.7% | $6,709+1.5% | $3,607+88.7% |
| Admin fee / account holder | $3,122 | $5,958-47.6% | $10,261-69.6% | $5,124-39.1% |