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 | $72,475 | $56,053+29.3% | $75,972-4.6% | $80,856-10.4% |
| Participation rate | 96.6% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 12.48% | 20.53%-8.1pp | 359.55%-347.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,258 | $1,874+127.2% | $2,685+58.6% | $2,755+54.6% |
| Participant deferral / active EE | $6,625 | $3,052+117.1% | $4,255+55.7% | $4,296+54.2% |
| Admin fee / account holder | $4,210 | $5,234-19.6% | $6,467-34.9% | $6,918-39.2% |