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 | $63,408 | $88,672-28.5% | $105,223-39.7% | $82,448-23.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.45% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,237 | $3,048+39.0% | $3,689+14.9% | $2,551+66.1% |
| Participant deferral / active EE | $9,031 | $4,036+123.8% | $5,072+78.1% | $4,139+118.2% |
| Admin fee / account holder | $1,880 | $7,146-73.7% | $8,859-78.8% | $7,234-74.0% |