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 | $75,224 | $97,125-22.5% | $86,233-12.8% | $137,256-45.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 32.41% | 74.19%-41.8pp | 61.39%-29.0pp | 220.34%-187.9pp |
| Employer contribution / active EE | $7,138 | $2,841+151.2% | $2,504+185.0% | $4,156+71.8% |
| Participant deferral / active EE | $12,936 | $5,180+149.7% | $4,559+183.7% | $6,407+101.9% |
| Admin fee / account holder | $26,863 | $9,725+176.2% | $8,342+222.0% | $12,270+118.9% |