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 | $65,269 | $85,202-23.4% | $172,739-62.2% | $72,985-10.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.23% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,087 | $3,324+23.0% | $5,143-20.5% | $2,440+67.5% |
| Participant deferral / active EE | $3,020 | $3,260-7.4% | $5,198-41.9% | $3,607-16.3% |
| Admin fee / account holder | $16,380 | $5,884+178.4% | $13,954+17.4% | $5,124+219.7% |