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 | $41,938 | $85,202-50.8% | $172,739-75.7% | $72,985-42.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.69% | 27.32%-0.6pp | 802.84%-776.2pp | 81.00%-54.3pp |
| Employer contribution / active EE | $5,146 | $3,324+54.8% | $5,143+0.1% | $2,440+110.9% |
| Participant deferral / active EE | $5,536 | $3,260+69.8% | $5,198+6.5% | $3,607+53.5% |
| Admin fee / account holder | $813 | $5,884-86.2% | $13,954-94.2% | $5,124-84.1% |