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 | $60,867 | $98,463-38.2% | $119,258-49.0% | $85,850-29.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 14.20% | 38.53%-24.3pp | 30.69%-16.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,020 | $3,698+62.8% | $4,384+37.3% | $2,565+134.7% |
| Participant deferral / active EE | $7,664 | $4,942+55.1% | $6,111+25.4% | $3,952+93.9% |
| Admin fee / account holder | $9,732 | $7,493+29.9% | $7,226+34.7% | $6,260+55.5% |