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 | $59,381 | $63,346-6.3% | $92,233-35.6% | $70,131-15.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.03% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,190 | $2,471+29.1% | $3,679-13.3% | $2,342+36.2% |
| Participant deferral / active EE | $4,126 | $2,854+44.6% | $3,897+5.9% | $3,332+23.8% |
| Admin fee / account holder | $3,271 | $3,840-14.8% | $5,194-37.0% | $4,645-29.6% |