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 | $45,936 | $53,516-14.2% | $126,539-63.7% | $84,808-45.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.92% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,893 | $1,535+153.7% | $3,674+6.0% | $2,631+48.0% |
| Participant deferral / active EE | $3,873 | $2,671+45.0% | $4,083-5.1% | $4,212-8.0% |
| Admin fee / account holder | $1,778 | $4,497-60.4% | $6,065-70.7% | $7,344-75.8% |