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 | $69,355 | $99,079-30.0% | $77,999-11.1% | $273,961-74.7% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 10.59% | 217.93%-207.3pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $4,735 | $3,308+43.1% | $2,470+91.7% | $4,869-2.8% |
| Participant deferral / active EE | $12,575 | $4,306+192.0% | $3,497+259.6% | $5,287+137.9% |
| Admin fee / account holder | $7,046 | $8,954-21.3% | $5,480+28.6% | $10,132-30.5% |