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 | $38,619 | $65,409-41.0% | $98,442-60.8% | $85,850-55.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.96% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $982 | $2,168-54.7% | $2,960-66.8% | $2,565-61.7% |
| Participant deferral / active EE | $3,215 | $3,166+1.5% | $4,276-24.8% | $3,952-18.7% |
| Admin fee / account holder | $4,053 | $4,593-11.7% | $5,949-31.9% | $6,260-35.2% |