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 | $60,839 | $102,317-40.5% | $146,958-58.6% | $80,856-24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,842 | $3,713+111.2% | $4,933+59.0% | $2,755+184.6% |
| Participant deferral / active EE | $5,191 | $6,644-21.9% | $8,070-35.7% | $4,296+20.8% |
| Admin fee / account holder | $4,186 | $7,941-47.3% | $12,998-67.8% | $6,918-39.5% |