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 | $23,803 | $58,208-59.1% | $81,812-70.9% | $80,856-70.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 21.30% | 41.66%-20.4pp | 773.79%-752.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,812 | $2,340+20.2% | $2,912-3.4% | $2,755+2.1% |
| Participant deferral / active EE | $3,336 | $3,281+1.7% | $4,319-22.8% | $4,296-22.4% |
| Admin fee / account holder | $1,235 | $4,981-75.2% | $7,386-83.3% | $6,918-82.2% |