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 | $47,008 | $144,119-67.4% | $117,854-60.1% | $147,584-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.94% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,825 | $4,896-62.7% | $3,786-51.8% | $4,876-62.6% |
| Participant deferral / active EE | $4,297 | $5,316-19.2% | $4,482-4.1% | $5,439-21.0% |
| Admin fee / account holder | $81,244 | $10,886+646.3% | $8,020+913.0% | $10,885+646.4% |