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 | $72,511 | $102,317-29.1% | $146,958-50.7% | $80,856-10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.90% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $9,029 | $3,713+143.2% | $4,933+83.0% | $2,755+227.8% |
| Participant deferral / active EE | $8,263 | $6,644+24.4% | $8,070+2.4% | $4,296+92.3% |
| Admin fee / account holder | $1,378 | $7,941-82.7% | $12,998-89.4% | $6,918-80.1% |