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 | $65,036 | $54,705+18.9% | $71,209-8.7% | $84,808-23.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.05% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $5,428 | $2,158+151.5% | $2,721+99.5% | $2,631+106.3% |
| Participant deferral / active EE | $3,628 | $3,030+19.7% | $4,175-13.1% | $4,212-13.9% |
| Admin fee / account holder | $13,914 | $4,863+186.1% | $5,349+160.1% | $7,344+89.5% |