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 | $81,619 | $98,750-17.3% | $149,696-45.5% | $79,858+2.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.98% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,532 | $3,216+9.8% | $4,644-23.9% | $2,471+43.0% |
| Participant deferral / active EE | $9,332 | $5,680+64.3% | $6,842+36.4% | $3,740+149.5% |
| Admin fee / account holder | $12,507 | $6,053+106.6% | $9,309+34.4% | $5,306+135.7% |