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 | $71,953 | $72,277-0.4% | $101,248-28.9% | $79,858-9.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $9,085 | $2,692+237.5% | $3,660+148.3% | $2,471+267.7% |
| Participant deferral / active EE | $7,160 | $3,282+118.2% | $4,370+63.8% | $3,740+91.5% |
| Admin fee / account holder | $10,201 | $4,400+131.8% | $5,945+71.6% | $5,306+92.2% |