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 | $75,321 | $53,516+40.7% | $126,539-40.5% | $84,808-11.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 19.17% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,296 | $1,535+179.9% | $3,674+16.9% | $2,631+63.3% |
| Participant deferral / active EE | $8,180 | $2,671+206.3% | $4,083+100.4% | $4,212+94.2% |
| Admin fee / account holder | $6,588 | $4,497+46.5% | $6,065+8.6% | $7,344-10.3% |