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 | $78,419 | $85,202-8.0% | $172,739-54.6% | $72,985+7.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.00% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $6,844 | $3,324+105.9% | $5,143+33.1% | $2,440+180.5% |
| Participant deferral / active EE | $4,170 | $3,260+27.9% | $5,198-19.8% | $3,607+15.6% |
| Admin fee / account holder | $13,268 | $5,884+125.5% | $13,954-4.9% | $5,124+158.9% |