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 | $44,266 | $105,181-57.9% | $159,436-72.2% | $85,850-48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.26% | 45.07%-21.8pp | 263.57%-240.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $5,443 | $3,318+64.0% | $4,829+12.7% | $2,565+112.2% |
| Participant deferral / active EE | $12,120 | $5,945+103.9% | $7,352+64.8% | $3,952+206.7% |
| Admin fee / account holder | $2,858 | $6,933-58.8% | $10,799-73.5% | $6,260-54.3% |