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 | $41,230 | $63,346-34.9% | $92,233-55.3% | $70,131-41.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.37% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $10,448 | $2,471+322.8% | $3,679+184.0% | $2,342+346.0% |
| Participant deferral / active EE | $2,746 | $2,854-3.8% | $3,897-29.5% | $3,332-17.6% |
| Admin fee / account holder | $4,264 | $3,840+11.0% | $5,194-17.9% | $4,645-8.2% |