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 | $75,914 | $54,705+38.8% | $71,209+6.6% | $84,808-10.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.29% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,897 | $2,158+127.0% | $2,721+80.0% | $2,631+86.1% |
| Participant deferral / active EE | $8,323 | $3,030+174.6% | $4,175+99.3% | $4,212+97.6% |
| Admin fee / account holder | $14,482 | $4,863+197.8% | $5,349+170.8% | $7,344+97.2% |