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 | $46,942 | $98,750-52.5% | $149,696-68.6% | $79,858-41.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.53% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,080 | $3,216-35.3% | $4,644-55.2% | $2,471-15.8% |
| Participant deferral / active EE | $4,939 | $5,680-13.1% | $6,842-27.8% | $3,740+32.1% |
| Admin fee / account holder | $8,657 | $6,053+43.0% | $9,309-7.0% | $5,306+63.1% |