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 | $57,431 | $63,346-9.3% | $92,233-37.7% | $70,131-18.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.99% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,775 | $2,471+133.7% | $3,679+57.0% | $2,342+146.5% |
| Participant deferral / active EE | $3,622 | $2,854+26.9% | $3,897-7.0% | $3,332+8.7% |
| Admin fee / account holder | $3,363 | $3,840-12.4% | $5,194-35.2% | $4,645-27.6% |