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 | $79,760 | $65,561+21.7% | $86,188-7.5% | $75,163+6.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.21% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,474 | $1,553+59.3% | $2,380+3.9% | $2,670-7.3% |
| Participant deferral / active EE | $6,526 | $3,024+115.8% | $3,985+63.8% | $4,125+58.2% |
| Admin fee / account holder | $11,724 | $5,474+114.2% | $6,852+71.1% | $5,651+107.5% |