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 | $72,048 | $73,981-2.6% | $105,722-31.9% | $62,891+14.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 12.03% | 17.60%-5.6pp | 12.25%-0.2pp | 20.14%-8.1pp |
| Employer contribution / active EE | $6,668 | $2,856+133.4% | $4,079+63.5% | $2,281+192.3% |
| Participant deferral / active EE | $9,246 | $4,038+128.9% | $5,326+73.6% | $3,203+188.7% |
| Admin fee / account holder | $684 | $5,976-88.6% | $8,308-91.8% | $4,296-84.1% |