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 | $43,155 | $48,795-11.6% | $65,493-34.1% | $84,808-49.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.91% | 20.20%-6.3pp | 982.45%-968.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,228 | $1,930+67.3% | $2,574+25.4% | $2,631+22.7% |
| Participant deferral / active EE | $4,705 | $2,928+60.7% | $3,961+18.8% | $4,212+11.7% |
| Admin fee / account holder | $3,582 | $3,877-7.6% | $5,028-28.8% | $7,344-51.2% |