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 | $62,662 | $63,346-1.1% | $92,233-32.1% | $70,131-10.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.64% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $5,125 | $2,471+107.4% | $3,679+39.3% | $2,342+118.8% |
| Participant deferral / active EE | $3,393 | $2,854+18.9% | $3,897-12.9% | $3,332+1.8% |
| Admin fee / account holder | $2,641 | $3,840-31.2% | $5,194-49.2% | $4,645-43.2% |