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 | $102,731 | $77,899+31.9% | $149,673-31.4% | $75,163+36.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.66% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,570 | $3,137-18.1% | $4,818-46.7% | $2,670-3.8% |
| Participant deferral / active EE | $7,514 | $3,411+120.3% | $5,680+32.3% | $4,125+82.2% |
| Admin fee / account holder | $18,702 | $5,956+214.0% | $13,210+41.6% | $5,651+231.0% |