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 | $33,723 | $60,124-43.9% | $90,404-62.7% | $79,858-57.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.87% | 71.94%-60.1pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,043 | $2,068+47.2% | $3,262-6.7% | $2,471+23.2% |
| Participant deferral / active EE | $1,978 | $2,938-32.7% | $3,963-50.1% | $3,740-47.1% |
| Admin fee / account holder | $5,330 | $3,976+34.0% | $5,611-5.0% | $5,306+0.4% |