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 | $57,795 | $71,050-18.7% | $93,606-38.3% | $80,856-28.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 55.83% | 11.26%+44.6pp | 133.20%-77.4pp | 35.59%+20.2pp |
| Employer contribution / active EE | $2,591 | $1,564+65.7% | $2,420+7.1% | $2,755-5.9% |
| Participant deferral / active EE | $5,178 | $4,034+28.4% | $4,411+17.4% | $4,296+20.5% |
| Admin fee / account holder | $15,022 | $6,945+116.3% | $8,285+81.3% | $6,918+117.1% |