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 | $76,225 | $70,428+8.2% | $96,562-21.1% | $85,850-11.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.46% | 18.59%-0.1pp | 37.78%-19.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $3,205 | $1,413+126.8% | $2,356+36.0% | $2,565+25.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,643 | $4,997+133.0% | $6,181+88.4% | $6,260+86.0% |