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 | $78,349 | $48,795+60.6% | $65,493+19.6% | $84,808-7.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.08% | 20.20%-6.1pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,563 | $1,930+136.5% | $2,574+77.3% | $2,631+73.4% |
| Participant deferral / active EE | $11,538 | $2,928+294.0% | $3,961+191.3% | $4,212+173.9% |
| Admin fee / account holder | $2,604 | $3,877-32.8% | $5,028-48.2% | $7,344-64.5% |