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 | $61,513 | $51,638+19.1% | $68,368-10.0% | $82,448-25.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.06% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,421 | $2,047+67.2% | $2,649+29.2% | $2,551+34.1% |
| Participant deferral / active EE | $5,536 | $2,914+90.0% | $4,123+34.3% | $4,139+33.7% |
| Admin fee / account holder | $1,529 | $4,643-67.1% | $5,150-70.3% | $7,234-78.9% |