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 | $62,174 | $102,317-39.2% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,445 | $3,713+19.7% | $4,933-9.9% | $2,755+61.3% |
| Participant deferral / active EE | $6,335 | $6,644-4.6% | $8,070-21.5% | $4,296+47.5% |
| Admin fee / account holder | $546 | $7,941-93.1% | $12,998-95.8% | $6,918-92.1% |