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 | $71,797 | $77,899-7.8% | $149,673-52.0% | $75,163-4.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $6,076 | $3,137+93.7% | $4,818+26.1% | $2,670+127.6% |
| Participant deferral / active EE | $5,215 | $3,411+52.9% | $5,680-8.2% | $4,125+26.4% |
| Admin fee / account holder | $719 | $5,956-87.9% | $13,210-94.6% | $5,651-87.3% |