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 | $86,246 | $84,233+2.4% | $170,442-49.4% | $70,131+23.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.04% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $7,619 | $3,387+125.0% | $5,433+40.2% | $2,342+225.3% |
| Participant deferral / active EE | $6,102 | $3,086+97.7% | $4,939+23.5% | $3,332+83.1% |
| Admin fee / account holder | $9,547 | $5,698+67.6% | $13,880-31.2% | $4,645+105.5% |