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 | $47,224 | $65,409-27.8% | $98,442-52.0% | $85,850-45.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.50% | 21.76%-9.3pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $4,074 | $2,168+87.9% | $2,960+37.6% | $2,565+58.8% |
| Participant deferral / active EE | $3,949 | $3,166+24.7% | $4,276-7.7% | $3,952-0.1% |
| Admin fee / account holder | $6,958 | $4,593+51.5% | $5,949+17.0% | $6,260+11.2% |