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 | $64,369 | $53,516+20.3% | $126,539-49.1% | $84,808-24.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.39% | 58.34%-39.9pp | 425.95%-407.6pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,437 | $1,535+58.8% | $3,674-33.7% | $2,631-7.4% |
| Participant deferral / active EE | $4,553 | $2,671+70.5% | $4,083+11.5% | $4,212+8.1% |
| Admin fee / account holder | $2,914 | $4,497-35.2% | $6,065-51.9% | $7,344-60.3% |