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 | $80,408 | $98,750-18.6% | $149,696-46.3% | $79,858+0.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.79% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,043 | $3,216+56.8% | $4,644+8.6% | $2,471+104.1% |
| Participant deferral / active EE | $10,014 | $5,680+76.3% | $6,842+46.4% | $3,740+167.7% |
| Admin fee / account holder | $4,544 | $6,053-24.9% | $9,309-51.2% | $5,306-14.4% |