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 | $74,138 | $89,753-17.4% | $107,525-31.1% | $84,808-12.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.18% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $7,229 | $3,113+132.2% | $3,754+92.6% | $2,631+174.8% |
| Participant deferral / active EE | $2,710 | $4,056-33.2% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $2,641 | $7,222-63.4% | $8,919-70.4% | $7,344-64.0% |