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 9-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 | $73,970 | $48,046+54.0% | $84,611-12.6% | $72,985+1.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.52% | 37.38%-16.9pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $9,993 | $1,602+523.9% | $2,652+276.8% | $2,440+309.6% |
| Participant deferral / active EE | $8,464 | $2,680+215.8% | $3,899+117.1% | $3,607+134.6% |
| Admin fee / account holder | $1,587 | $3,395-53.2% | $4,912-67.7% | $5,124-69.0% |