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 | $66,836 | $48,795+37.0% | $65,493+2.0% | $84,808-21.2% |
| Participation rate | 96.8% | 67.0%+29.8pp | 73.1%+23.7pp | 68.3%+28.5pp |
| Annual return | 11.88% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,316 | $1,930+175.5% | $2,574+106.5% | $2,631+102.1% |
| Participant deferral / active EE | $5,031 | $2,928+71.8% | $3,961+27.0% | $4,212+19.5% |
| Admin fee / account holder | $3,999 | $3,877+3.1% | $5,028-20.5% | $7,344-45.5% |