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 | $54,977 | $58,208-5.5% | $81,812-32.8% | $80,856-32.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.71% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,260 | $2,340+39.3% | $2,912+11.9% | $2,755+18.3% |
| Participant deferral / active EE | $3,506 | $3,281+6.9% | $4,319-18.8% | $4,296-18.4% |
| Admin fee / account holder | $11,239 | $4,981+125.6% | $7,386+52.2% | $6,918+62.5% |