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 | $68,271 | $58,828+16.1% | $77,999-12.5% | $62,891+8.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 11.52% | 17.16%-5.6pp | 425.96%-414.4pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,730 | $1,672+182.9% | $2,470+91.5% | $2,281+107.4% |
| Participant deferral / active EE | $2,925 | $2,686+8.9% | $3,497-16.3% | $3,203-8.7% |
| Admin fee / account holder | $3,438 | $4,393-21.7% | $5,480-37.3% | $4,296-20.0% |