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 | $85,584 | $48,230+77.4% | $67,502+26.8% | $80,856+5.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.70% | 18.28%-3.6pp | 3512.12%-3497.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,464 | $2,020+71.5% | $2,731+26.8% | $2,755+25.7% |
| Participant deferral / active EE | $10,742 | $2,924+267.4% | $4,000+168.6% | $4,296+150.1% |
| Admin fee / account holder | $4,332 | $3,681+17.7% | $3,998+8.4% | $6,918-37.4% |