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 | $57,479 | $137,414-58.2% | $189,513-69.7% | $85,850-33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.15% | 38.14%-22.0pp | 555.15%-539.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,037 | $4,344-53.1% | $6,162-66.9% | $2,565-20.6% |
| Participant deferral / active EE | $4,262 | $6,260-31.9% | $8,221-48.2% | $3,952+7.9% |
| Admin fee / account holder | $4,324 | $8,630-49.9% | $12,045-64.1% | $6,260-30.9% |