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 | $69,058 | $85,202-18.9% | $172,739-60.0% | $72,985-5.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $9,880 | $3,324+197.2% | $5,143+92.1% | $2,440+304.9% |
| Participant deferral / active EE | $6,626 | $3,260+103.2% | $5,198+27.5% | $3,607+83.7% |
| Admin fee / account holder | $6,034 | $5,884+2.5% | $13,954-56.8% | $5,124+17.7% |