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 | $45,524 | $70,606-35.5% | $53,898-15.5% | $142,382-68.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 29.49% | 619.81%-590.3pp | 528.60%-499.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,470 | $1,202+105.5% | $932+165.0% | $4,299-42.5% |
| Participant deferral / active EE | $2,470 | $2,364+4.5% | $1,826+35.2% | $6,507-62.0% |
| Admin fee / account holder | $6,579 | $2,852+130.7% | $2,491+164.1% | $12,624-47.9% |