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 | $78,703 | $105,181-25.2% | $159,436-50.6% | $85,850-8.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.23% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $6,614 | $3,318+99.3% | $4,829+36.9% | $2,565+157.8% |
| Participant deferral / active EE | $14,952 | $5,945+151.5% | $7,352+103.4% | $3,952+278.4% |
| Admin fee / account holder | $6,318 | $6,933-8.9% | $10,799-41.5% | $6,260+0.9% |