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 | $52,999 | $58,694-9.7% | $142,863-62.9% | $85,850-38.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 17.01% | 27.72%-10.7pp | 5637.54%-5620.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,578 | $1,423+221.8% | $4,144+10.5% | $2,565+78.5% |
| Participant deferral / active EE | $2,976 | $2,607+14.1% | $3,837-22.5% | $3,952-24.7% |
| Admin fee / account holder | $465 | $4,239-89.0% | $6,560-92.9% | $6,260-92.6% |