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 | $74,850 | $49,922+49.9% | $80,569-7.1% | $75,163-0.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.42% | 34.69%-20.3pp | 935.43%-921.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $8,644 | $1,698+409.0% | $2,723+217.4% | $2,670+223.8% |
| Participant deferral / active EE | $4,330 | $2,990+44.8% | $4,447-2.6% | $4,125+5.0% |
| Admin fee / account holder | $2,404 | $3,577-32.8% | $5,377-55.3% | $5,651-57.5% |