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 | $65,314 | $72,277-9.6% | $101,248-35.5% | $79,858-18.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.69% | 22.30%-0.6pp | 46.47%-24.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $9,902 | $2,692+267.9% | $3,660+170.6% | $2,471+300.8% |
| Participant deferral / active EE | $7,828 | $3,282+138.5% | $4,370+79.1% | $3,740+109.3% |
| Admin fee / account holder | $6,292 | $4,400+43.0% | $5,945+5.8% | $5,306+18.6% |