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 | $42,473 | $58,208-27.0% | $81,812-48.1% | $80,856-47.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.10% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,297 | $2,340+83.6% | $2,912+47.5% | $2,755+56.0% |
| Participant deferral / active EE | $6,148 | $3,281+87.4% | $4,319+42.4% | $4,296+43.1% |
| Admin fee / account holder | $12,572 | $4,981+152.4% | $7,386+70.2% | $6,918+81.7% |