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 | $80,904 | $85,766-5.7% | $136,294-40.6% | $70,131+15.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.24% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $10,384 | $2,966+250.1% | $4,695+121.1% | $2,342+343.3% |
| Participant deferral / active EE | $8,519 | $5,051+68.7% | $6,247+36.4% | $3,332+155.7% |
| Admin fee / account holder | $7,224 | $5,420+33.3% | $9,243-21.9% | $4,645+55.5% |