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 | $39,571 | $48,570-18.5% | $130,648-69.7% | $72,985-45.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 26.19% | 38.63%-12.4pp | 1708.96%-1682.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,560 | $1,334+241.8% | $4,092+11.4% | $2,440+86.9% |
| Participant deferral / active EE | $5,073 | $2,384+112.8% | $3,603+40.8% | $3,607+40.6% |
| Admin fee / account holder | $2,132 | $3,549-39.9% | $5,464-61.0% | $5,124-58.4% |