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 | $52,433 | $56,053-6.5% | $75,972-31.0% | $80,856-35.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.80% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,789 | $1,874+48.8% | $2,685+3.9% | $2,755+1.2% |
| Participant deferral / active EE | $4,810 | $3,052+57.6% | $4,255+13.0% | $4,296+12.0% |
| Admin fee / account holder | $1,060 | $5,234-79.8% | $6,467-83.6% | $6,918-84.7% |