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 | $96,917 | $58,208+66.5% | $81,812+18.5% | $80,856+19.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.98% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,561 | $2,340+9.5% | $2,912-12.0% | $2,755-7.0% |
| Participant deferral / active EE | $5,300 | $3,281+61.5% | $4,319+22.7% | $4,296+23.4% |
| Admin fee / account holder | $8,353 | $4,981+67.7% | $7,386+13.1% | $6,918+20.7% |