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 | $66,013 | $57,354+15.1% | $83,848-21.3% | $64,186+2.8% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | 7.42% | 11.38%-4.0pp | 850.88%-843.5pp | 7.63%-0.2pp |
| Employer contribution / active EE | $3,516 | $2,545+38.1% | $3,631-3.2% | $2,381+47.7% |
| Participant deferral / active EE | $3,717 | $2,993+24.2% | $4,082-8.9% | $3,470+7.1% |
| Admin fee / account holder | $18,012 | $4,046+345.2% | $5,478+228.8% | $4,888+268.5% |