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 | $54,556 | $48,076+13.5% | $78,689-30.7% | $62,891-13.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 13.44% | 31.35%-17.9pp | 62.18%-48.7pp | 20.14%-6.7pp |
| Employer contribution / active EE | $7,226 | $2,015+258.7% | $2,851+153.5% | $2,281+216.8% |
| Participant deferral / active EE | $6,045 | $2,588+133.6% | $3,517+71.9% | $3,203+88.7% |
| Admin fee / account holder | $8,101 | $3,207+152.6% | $4,510+79.6% | $4,296+88.6% |