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 | $66,671 | $99,652-33.1% | $78,778-15.4% | $147,584-54.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.49% | 47.28%-32.8pp | 35.62%-21.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $5,164 | $2,796+84.7% | $1,986+160.1% | $4,876+5.9% |
| Participant deferral / active EE | $7,954 | $3,664+117.1% | $2,958+168.9% | $5,439+46.3% |
| Admin fee / account holder | $8,997 | $7,155+25.7% | $5,134+75.3% | $10,885-17.3% |