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 | $62,045 | $78,705-21.2% | $117,854-47.4% | $70,131-11.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.87% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $11,430 | $2,223+414.1% | $3,786+201.9% | $2,342+387.9% |
| Participant deferral / active EE | $4,106 | $3,297+24.5% | $4,482-8.4% | $3,332+23.2% |
| Admin fee / account holder | $8,928 | $5,065+76.3% | $8,020+11.3% | $4,645+92.2% |