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 | $41,857 | $47,479-11.8% | $62,929-33.5% | $82,448-49.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 19.94% | 20.34%-0.4pp | 1063.93%-1044.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,090 | $1,885+63.9% | $2,505+23.4% | $2,551+21.1% |
| Participant deferral / active EE | $5,944 | $2,870+107.1% | $3,888+52.9% | $4,139+43.6% |
| Admin fee / account holder | $2,578 | $3,804-32.2% | $5,065-49.1% | $7,234-64.4% |