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 | $38,134 | $51,638-26.2% | $68,368-44.2% | $82,448-53.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.13% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,749 | $2,047+83.2% | $2,649+41.5% | $2,551+47.0% |
| Participant deferral / active EE | $2,809 | $2,914-3.6% | $4,123-31.9% | $4,139-32.1% |
| Admin fee / account holder | $4,431 | $4,643-4.6% | $5,150-14.0% | $7,234-38.7% |