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 | $83,273 | $54,705+52.2% | $71,209+16.9% | $84,808-1.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.27% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $4,681 | $2,158+116.9% | $2,721+72.0% | $2,631+77.9% |
| Participant deferral / active EE | $7,561 | $3,030+149.5% | $4,175+81.1% | $4,212+79.5% |
| Admin fee / account holder | $6,219 | $4,863+27.9% | $5,349+16.3% | $7,344-15.3% |