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 | $50,317 | $58,694-14.3% | $142,863-64.8% | $85,850-41.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 22.27% | 27.72%-5.5pp | 5637.54%-5615.3pp | 318.53%-296.3pp |
| Employer contribution / active EE | $3,728 | $1,423+162.1% | $4,144-10.0% | $2,565+45.3% |
| Participant deferral / active EE | $8,374 | $2,607+221.2% | $3,837+118.2% | $3,952+111.9% |
| Admin fee / account holder | $807 | $4,239-81.0% | $6,560-87.7% | $6,260-87.1% |