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 | $61,855 | $98,750-37.4% | $149,696-58.7% | $79,858-22.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,209 | $3,216+93.0% | $4,644+33.7% | $2,471+151.3% |
| Participant deferral / active EE | $2,635 | $5,680-53.6% | $6,842-61.5% | $3,740-29.5% |
| Admin fee / account holder | $1,152 | $6,053-81.0% | $9,309-87.6% | $5,306-78.3% |