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 | $44,423 | $53,127-16.4% | $86,590-48.7% | $70,131-36.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.57% | 27.66%-8.1pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,868 | $2,068+135.4% | $2,839+71.4% | $2,342+107.8% |
| Participant deferral / active EE | $5,112 | $2,696+89.6% | $3,609+41.7% | $3,332+53.4% |
| Admin fee / account holder | $1,870 | $3,585-47.8% | $4,906-61.9% | $4,645-59.7% |