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 | $47,199 | $95,416-50.5% | $185,823-74.6% | $85,850-45.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.03% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,418 | $3,314-27.0% | $5,167-53.2% | $2,565-5.7% |
| Participant deferral / active EE | $1,815 | $3,423-47.0% | $5,568-67.4% | $3,952-54.1% |
| Admin fee / account holder | $6,704 | $7,213-7.1% | $16,237-58.7% | $6,260+7.1% |