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 | $52,952 | $85,202-37.9% | $172,739-69.3% | $72,985-27.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,953 | $3,324-11.2% | $5,143-42.6% | $2,440+21.0% |
| Participant deferral / active EE | $4,310 | $3,260+32.2% | $5,198-17.1% | $3,607+19.5% |
| Admin fee / account holder | $470 | $5,884-92.0% | $13,954-96.6% | $5,124-90.8% |