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 | $39,303 | $63,346-38.0% | $92,233-57.4% | $70,131-44.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.44% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,226 | $2,471-9.9% | $3,679-39.5% | $2,342-5.0% |
| Participant deferral / active EE | $4,060 | $2,854+42.3% | $3,897+4.2% | $3,332+21.9% |
| Admin fee / account holder | $2,186 | $3,840-43.1% | $5,194-57.9% | $4,645-52.9% |