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 | $44,171 | $95,416-53.7% | $185,823-76.2% | $85,850-48.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.57% | 23.59%-6.0pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $5,839 | $3,314+76.2% | $5,167+13.0% | $2,565+127.6% |
| Participant deferral / active EE | $3,140 | $3,423-8.3% | $5,568-43.6% | $3,952-20.5% |
| Admin fee / account holder | $6,049 | $7,213-16.1% | $16,237-62.7% | $6,260-3.4% |