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 | $77,655 | $99,985-22.3% | $146,665-47.1% | $85,850-9.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.21% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,493 | $2,559+36.5% | $4,136-15.5% | $2,565+36.2% |
| Participant deferral / active EE | $3,179 | $4,006-20.6% | $5,506-42.3% | $3,952-19.5% |
| Admin fee / account holder | $1,130 | $7,702-85.3% | $10,280-89.0% | $6,260-81.9% |