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 | $58,487 | $84,233-30.6% | $170,442-65.7% | $70,131-16.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $6,588 | $3,387+94.5% | $5,433+21.3% | $2,342+181.3% |
| Participant deferral / active EE | $5,793 | $3,086+87.7% | $4,939+17.3% | $3,332+73.9% |
| Admin fee / account holder | $867 | $5,698-84.8% | $13,880-93.8% | $4,645-81.3% |