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 | $54,275 | $76,000-28.6% | $154,107-64.8% | $64,186-15.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 13.21% | 30.32%-17.1pp | 735.12%-721.9pp | 7.63%+5.6pp |
| Employer contribution / active EE | $2,657 | $3,351-20.7% | $5,298-49.9% | $2,381+11.6% |
| Participant deferral / active EE | $2,698 | $3,175-15.0% | $5,081-46.9% | $3,470-22.2% |
| Admin fee / account holder | $9,434 | $5,596+68.6% | $13,411-29.7% | $4,888+93.0% |