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 | $61,761 | $137,414-55.1% | $189,513-67.4% | $85,850-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,693 | $4,344+54.1% | $6,162+8.6% | $2,565+160.9% |
| Participant deferral / active EE | $7,305 | $6,260+16.7% | $8,221-11.1% | $3,952+84.9% |
| Admin fee / account holder | $1,926 | $8,630-77.7% | $12,045-84.0% | $6,260-69.2% |