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 3-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 | $32,205 | $72,071-55.3% | $68,368-52.9% | $137,256-76.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,182 | $2,788+157.6% | $2,649+171.1% | $4,156+72.8% |
| Participant deferral / active EE | $9,135 | $4,410+107.1% | $4,123+121.6% | $6,407+42.6% |
| Admin fee / account holder | $12,163 | $5,336+128.0% | $5,150+136.2% | $12,270-0.9% |