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 | $62,360 | $49,227+26.7% | $70,449-11.5% | $79,858-21.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.92% | 30.06%-16.1pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,578 | $2,099+261.0% | $2,737+176.9% | $2,471+206.7% |
| Participant deferral / active EE | $6,633 | $2,768+139.7% | $3,709+78.9% | $3,740+77.3% |
| Admin fee / account holder | $11,370 | $2,878+295.0% | $3,845+195.7% | $5,306+114.3% |