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 | $45,482 | $53,516-15.0% | $126,539-64.1% | $84,808-46.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.44% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,278 | $1,535+48.4% | $3,674-38.0% | $2,631-13.4% |
| Participant deferral / active EE | $3,524 | $2,671+32.0% | $4,083-13.7% | $4,212-16.3% |
| Admin fee / account holder | $4,843 | $4,497+7.7% | $6,065-20.1% | $7,344-34.0% |