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 | $43,345 | $48,795-11.2% | $65,493-33.8% | $84,808-48.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.28% | 20.20%-6.9pp | 982.45%-969.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,177 | $1,930+64.7% | $2,574+23.4% | $2,631+20.8% |
| Participant deferral / active EE | $2,245 | $2,928-23.3% | $3,961-43.3% | $4,212-46.7% |
| Admin fee / account holder | $6,637 | $3,877+71.2% | $5,028+32.0% | $7,344-9.6% |