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 | $62,037 | $99,985-38.0% | $146,665-57.7% | $85,850-27.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.24% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,374 | $2,559+71.0% | $4,136+5.8% | $2,565+70.5% |
| Participant deferral / active EE | $3,274 | $4,006-18.3% | $5,506-40.5% | $3,952-17.1% |
| Admin fee / account holder | $3,126 | $7,702-59.4% | $10,280-69.6% | $6,260-50.1% |