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 | $48,065 | $70,669-32.0% | $169,368-71.6% | $75,163-36.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.00% | 36.36%-20.4pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,756 | $2,211+115.1% | $4,013+18.5% | $2,670+78.1% |
| Participant deferral / active EE | $8,282 | $4,311+92.1% | $6,221+33.1% | $4,125+100.8% |
| Admin fee / account holder | $1,126 | $5,402-79.2% | $9,003-87.5% | $5,651-80.1% |