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 | $81,638 | $100,041-18.4% | $149,718-45.5% | $70,131+16.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.93% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $9,038 | $3,662+146.8% | $5,445+66.0% | $2,342+285.8% |
| Participant deferral / active EE | $8,347 | $4,983+67.5% | $6,569+27.1% | $3,332+150.5% |
| Admin fee / account holder | $6,166 | $8,286-25.6% | $11,283-45.4% | $4,645+32.7% |