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 | $78,285 | $99,985-21.7% | $146,665-46.6% | $85,850-8.8% |
| Participation rate | 92.9% | 73.1%+19.8pp | 80.1%+12.8pp | 69.3%+23.5pp |
| Annual return | 18.00% | 18.93%-0.9pp | 22.74%-4.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $4,444 | $2,559+73.7% | $4,136+7.4% | $2,565+73.2% |
| Participant deferral / active EE | $10,256 | $4,006+156.0% | $5,506+86.3% | $3,952+159.5% |
| Admin fee / account holder | $8,273 | $7,702+7.4% | $10,280-19.5% | $6,260+32.2% |