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 | $53,237 | $78,672-32.3% | $109,143-51.2% | $85,850-38.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 39.14% | 25.09%+14.1pp | 25.75%+13.4pp | 318.53%-279.4pp |
| Employer contribution / active EE | $6,330 | $2,735+131.5% | $3,722+70.1% | $2,565+146.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,134 | $5,469-61.0% | $6,752-68.4% | $6,260-65.9% |