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 | $114,373 | $65,409+74.9% | $98,442+16.2% | $85,850+33.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.70% | 21.76%-6.1pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,945 | $2,168+35.9% | $2,960-0.5% | $2,565+14.8% |
| Participant deferral / active EE | $5,911 | $3,166+86.7% | $4,276+38.2% | $3,952+49.6% |
| Admin fee / account holder | $12,351 | $4,593+168.9% | $5,949+107.6% | $6,260+97.3% |