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 | $31,658 | $63,346-50.0% | $92,233-65.7% | $70,131-54.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.74% | 530.12%-511.4pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $5,292 | $2,471+114.1% | $3,679+43.8% | $2,342+125.9% |
| Participant deferral / active EE | $2,585 | $2,854-9.4% | $3,897-33.6% | $3,332-22.4% |
| Admin fee / account holder | $2,064 | $3,840-46.2% | $5,194-60.3% | $4,645-55.6% |