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 | $51,541 | $49,922+3.2% | $80,569-36.0% | $75,163-31.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.22% | 34.69%-17.5pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,323 | $1,698+36.8% | $2,723-14.7% | $2,670-13.0% |
| Participant deferral / active EE | $3,974 | $2,990+32.9% | $4,447-10.7% | $4,125-3.7% |
| Admin fee / account holder | $5,018 | $3,577+40.3% | $5,377-6.7% | $5,651-11.2% |