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 | $82,308 | $93,373-11.9% | $152,466-46.0% | $85,850-4.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 16.98% | 21.84%-4.9pp | 757.33%-740.3pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,745 | $2,996+58.4% | $4,327+9.7% | $2,565+85.0% |
| Participant deferral / active EE | $3,192 | $4,550-29.9% | $5,820-45.2% | $3,952-19.2% |
| Admin fee / account holder | $3,708 | $13,853-73.2% | $15,805-76.5% | $6,260-40.8% |