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 | $64,500 | $52,279+23.4% | $89,391-27.8% | $79,858-19.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 17.51% | 22.16%-4.7pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,460 | $1,572+120.2% | $2,586+33.8% | $2,471+40.0% |
| Participant deferral / active EE | $5,529 | $2,740+101.8% | $3,890+42.1% | $3,740+47.8% |
| Admin fee / account holder | $876 | $3,356-73.9% | $4,881-82.0% | $5,306-83.5% |