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 | $42,241 | $54,705-22.8% | $71,209-40.7% | $84,808-50.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.57% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,226 | $2,158+95.8% | $2,721+55.3% | $2,631+60.6% |
| Participant deferral / active EE | $9,390 | $3,030+209.8% | $4,175+124.9% | $4,212+123.0% |
| Admin fee / account holder | $4,782 | $4,863-1.7% | $5,349-10.6% | $7,344-34.9% |