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 | $63,408 | $89,753-29.4% | $107,525-41.0% | $84,808-25.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.45% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,237 | $3,113+36.1% | $3,754+12.9% | $2,631+61.0% |
| Participant deferral / active EE | $9,031 | $4,056+122.7% | $5,116+76.5% | $4,212+114.4% |
| Admin fee / account holder | $1,880 | $7,222-74.0% | $8,919-78.9% | $7,344-74.4% |