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 | $93,012 | $64,324+44.6% | $118,925-21.8% | $79,858+16.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.11% | 86.45%-70.3pp | 35.88%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,695 | $1,836+210.1% | $3,263+74.5% | $2,471+130.5% |
| Participant deferral / active EE | $5,440 | $2,824+92.7% | $4,265+27.6% | $3,740+45.5% |
| Admin fee / account holder | $1,158 | $4,040-71.3% | $6,581-82.4% | $5,306-78.2% |