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 | $52,718 | $77,899-32.3% | $149,673-64.8% | $75,163-29.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.09% | 31.72%-4.6pp | 134.42%-107.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $6,787 | $3,137+116.3% | $4,818+40.9% | $2,670+154.2% |
| Participant deferral / active EE | $2,651 | $3,411-22.3% | $5,680-53.3% | $4,125-35.7% |
| Admin fee / account holder | $7,560 | $5,956+26.9% | $13,210-42.8% | $5,651+33.8% |