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 | $49,418 | $60,124-17.8% | $90,404-45.3% | $79,858-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.69% | 71.94%-52.3pp | 1293.02%-1273.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,527 | $2,068+22.2% | $3,262-22.5% | $2,471+2.3% |
| Participant deferral / active EE | $2,912 | $2,938-0.9% | $3,963-26.5% | $3,740-22.1% |
| Admin fee / account holder | $3,486 | $3,976-12.3% | $5,611-37.9% | $5,306-34.3% |