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 | $72,433 | $51,576+40.4% | $129,207-43.9% | $80,856-10.4% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.90% | 20.81%-3.9pp | 9417.33%-9400.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,147 | $1,584+35.6% | $4,153-48.3% | $2,755-22.1% |
| Participant deferral / active EE | $5,537 | $2,669+107.5% | $4,168+32.9% | $4,296+28.9% |
| Admin fee / account holder | $892 | $4,305-79.3% | $7,715-88.4% | $6,918-87.1% |