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 | $44,372 | $98,750-55.1% | $149,696-70.4% | $79,858-44.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.68% | 27.43%-0.7pp | 276.60%-249.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $4,188 | $3,216+30.2% | $4,644-9.8% | $2,471+69.5% |
| Participant deferral / active EE | $7,827 | $5,680+37.8% | $6,842+14.4% | $3,740+109.3% |
| Admin fee / account holder | $2,808 | $6,053-53.6% | $9,309-69.8% | $5,306-47.1% |