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 | $84,595 | $72,277+17.0% | $101,248-16.4% | $79,858+5.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.22% | 22.30%-11.1pp | 46.47%-35.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,491 | $2,692+66.8% | $3,660+22.7% | $2,471+81.7% |
| Participant deferral / active EE | $6,216 | $3,282+89.4% | $4,370+42.2% | $3,740+66.2% |
| Admin fee / account holder | $18,091 | $4,400+311.1% | $5,945+204.3% | $5,306+240.9% |