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 | $51,852 | $93,571-44.6% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.96% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,798 | $3,537+35.7% | $4,856-1.2% | $2,670+79.7% |
| Participant deferral / active EE | $10,834 | $6,404+69.2% | $7,758+39.6% | $4,125+162.6% |
| Admin fee / account holder | $33,492 | $6,975+380.1% | $10,762+211.2% | $5,651+492.7% |