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 | $26,747 | $58,208-54.0% | $81,812-67.3% | $80,856-66.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.29% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $7,049 | $2,340+201.3% | $2,912+142.1% | $2,755+155.9% |
| Participant deferral / active EE | $7,565 | $3,281+130.6% | $4,319+75.2% | $4,296+76.1% |
| Admin fee / account holder | $3,986 | $4,981-20.0% | $7,386-46.0% | $6,918-42.4% |