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 | $71,131 | $58,234+22.1% | $81,783-13.0% | $80,874-12.0% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.4%+7.6pp | 67.6%+12.4pp |
| Annual return | 42.36% | 41.70%+0.7pp | 775.05%-732.7pp | 35.62%+6.7pp |
| Employer contribution / active EE | $4,784 | $2,341+104.3% | $2,913+64.2% | $2,756+73.6% |
| Participant deferral / active EE | $5,743 | $3,283+74.9% | $4,320+32.9% | $4,297+33.7% |
| Admin fee / account holder | $2,228 | $4,982-55.3% | $7,380-69.8% | $6,935-67.9% |