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 | $43,761 | $58,208-24.8% | $81,812-46.5% | $80,856-45.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.19% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,332 | $2,340+127.9% | $2,912+83.1% | $2,755+93.6% |
| Participant deferral / active EE | $4,330 | $3,281+32.0% | $4,319+0.3% | $4,296+0.8% |
| Admin fee / account holder | $4,847 | $4,981-2.7% | $7,386-34.4% | $6,918-29.9% |