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 | $73,071 | $89,753-18.6% | $107,525-32.0% | $84,808-13.8% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 17.07% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $10,568 | $3,113+239.4% | $3,754+181.6% | $2,631+301.7% |
| Participant deferral / active EE | $5,700 | $4,056+40.5% | $5,116+11.4% | $4,212+35.3% |
| Admin fee / account holder | $11,147 | $7,222+54.4% | $8,919+25.0% | $7,344+51.8% |