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 | $73,017 | $40,256+81.4% | $57,343+27.3% | $59,632+22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.55% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,283 | $1,922+18.8% | $2,689-15.1% | $2,203+3.6% |
| Participant deferral / active EE | $3,707 | $2,399+54.5% | $3,162+17.2% | $3,192+16.1% |
| Admin fee / account holder | $13,245 | $2,818+370.1% | $3,356+294.7% | $4,297+208.2% |