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 | $63,032 | $72,071-12.5% | $68,368-7.8% | $137,256-54.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.89% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,190 | $2,788+157.9% | $2,649+171.4% | $4,156+73.0% |
| Participant deferral / active EE | $15,959 | $4,410+261.9% | $4,123+287.1% | $6,407+149.1% |
| Admin fee / account holder | $25,241 | $5,336+373.1% | $5,150+390.1% | $12,270+105.7% |