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 | $61,597 | $63,346-2.8% | $92,233-33.2% | $70,131-12.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.60% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,566 | $2,471+84.8% | $3,679+24.1% | $2,342+94.9% |
| Participant deferral / active EE | $3,598 | $2,854+26.1% | $3,897-7.7% | $3,332+8.0% |
| Admin fee / account holder | $8,350 | $3,840+117.4% | $5,194+60.8% | $4,645+79.7% |