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 | $69,404 | $105,181-34.0% | $159,436-56.5% | $85,850-19.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.57% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,279 | $3,318+89.2% | $4,829+30.0% | $2,565+144.8% |
| Participant deferral / active EE | $6,567 | $5,945+10.5% | $7,352-10.7% | $3,952+66.2% |
| Admin fee / account holder | $4,753 | $6,933-31.5% | $10,799-56.0% | $6,260-24.1% |