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 | $73,317 | $53,127+38.0% | $86,590-15.3% | $70,131+4.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.43% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $6,162 | $2,068+197.9% | $2,839+117.0% | $2,342+163.0% |
| Participant deferral / active EE | $4,205 | $2,696+56.0% | $3,609+16.5% | $3,332+26.2% |
| Admin fee / account holder | $1,113 | $3,585-69.0% | $4,906-77.3% | $4,645-76.0% |