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 | $42,933 | $98,750-56.5% | $149,696-71.3% | $79,858-46.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.14% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,857 | $3,216+51.0% | $4,644+4.6% | $2,471+96.6% |
| Participant deferral / active EE | $7,603 | $5,680+33.9% | $6,842+11.1% | $3,740+103.3% |
| Admin fee / account holder | $14,734 | $6,053+143.4% | $9,309+58.3% | $5,306+177.7% |