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 | $47,959 | $48,795-1.7% | $65,493-26.8% | $84,808-43.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.11% | 20.20%-6.1pp | 982.45%-968.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,082 | $1,930+163.4% | $2,574+97.4% | $2,631+93.2% |
| Participant deferral / active EE | $8,652 | $2,928+195.4% | $3,961+118.4% | $4,212+105.4% |
| Admin fee / account holder | $13,313 | $3,877+243.4% | $5,028+164.8% | $7,344+81.3% |