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 | $89,676 | $70,428+27.3% | $96,562-7.1% | $85,850+4.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 28.33% | 18.59%+9.7pp | 37.78%-9.4pp | 318.53%-290.2pp |
| Employer contribution / active EE | $6,144 | $1,413+334.8% | $2,356+160.7% | $2,565+139.5% |
| Participant deferral / active EE | $8,006 | $2,894+176.7% | $3,849+108.0% | $3,952+102.6% |
| Admin fee / account holder | $52,015 | $4,997+941.0% | $6,181+741.6% | $6,260+730.9% |