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 | $54,361 | $48,795+11.4% | $65,493-17.0% | $84,808-35.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.11% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,937 | $1,930+52.2% | $2,574+14.1% | $2,631+11.6% |
| Participant deferral / active EE | $1,400 | $2,928-52.2% | $3,961-64.7% | $4,212-66.8% |
| Admin fee / account holder | $2,904 | $3,877-25.1% | $5,028-42.2% | $7,344-60.5% |