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 | $82,408 | $105,181-21.7% | $159,436-48.3% | $85,850-4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.26% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,106 | $3,318+53.9% | $4,829+5.7% | $2,565+99.1% |
| Participant deferral / active EE | $8,922 | $5,945+50.1% | $7,352+21.3% | $3,952+125.8% |
| Admin fee / account holder | $18,490 | $6,933+166.7% | $10,799+71.2% | $6,260+195.4% |