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 | $57,561 | $53,127+8.3% | $86,590-33.5% | $70,131-17.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.21% | 27.66%-14.5pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,923 | $2,068-7.0% | $2,839-32.3% | $2,342-17.9% |
| Participant deferral / active EE | $1,360 | $2,696-49.6% | $3,609-62.3% | $3,332-59.2% |
| Admin fee / account holder | $9,931 | $3,585+177.0% | $4,906+102.4% | $4,645+113.8% |