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 | $43,115 | $63,346-31.9% | $92,233-53.3% | $70,131-38.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.45% | 530.12%-517.7pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $7,361 | $2,471+197.9% | $3,679+100.1% | $2,342+214.2% |
| Participant deferral / active EE | $4,541 | $2,854+59.1% | $3,897+16.5% | $3,332+36.3% |
| Admin fee / account holder | $1,777 | $3,840-53.7% | $5,194-65.8% | $4,645-61.7% |