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 | $71,079 | $57,281+24.1% | $86,612-17.9% | $75,163-5.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.00% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,190 | $2,314-48.6% | $3,022-60.6% | $2,670-55.4% |
| Participant deferral / active EE | $4,176 | $3,318+25.9% | $4,438-5.9% | $4,125+1.2% |
| Admin fee / account holder | $7,101 | $4,112+72.7% | $5,614+26.5% | $5,651+25.7% |