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 | $55,067 | $137,414-59.9% | $189,513-70.9% | $85,850-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.23% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,251 | $4,344-2.1% | $6,162-31.0% | $2,565+65.7% |
| Participant deferral / active EE | $9,043 | $6,260+44.5% | $8,221+10.0% | $3,952+128.8% |
| Admin fee / account holder | $8,182 | $8,630-5.2% | $12,045-32.1% | $6,260+30.7% |