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 | $85,124 | $53,822+58.2% | $75,696+12.5% | $85,850-0.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.57% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,110 | $2,017+54.2% | $2,743+13.4% | $2,565+21.2% |
| Participant deferral / active EE | $10,806 | $2,895+273.2% | $3,821+182.8% | $3,952+173.4% |
| Admin fee / account holder | $5,385 | $3,343+61.1% | $3,619+48.8% | $6,260-14.0% |