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 | $76,136 | $84,233-9.6% | $170,442-55.3% | $70,131+8.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.32% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $3,126 | $3,387-7.7% | $5,433-42.5% | $2,342+33.5% |
| Participant deferral / active EE | $6,800 | $3,086+120.4% | $4,939+37.7% | $3,332+104.1% |
| Admin fee / account holder | $3,146 | $5,698-44.8% | $13,880-77.3% | $4,645-32.3% |