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 | $48,810 | $63,346-22.9% | $92,233-47.1% | $70,131-30.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.19% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,638 | $2,471-33.7% | $3,679-55.5% | $2,342-30.1% |
| Participant deferral / active EE | $3,071 | $2,854+7.6% | $3,897-21.2% | $3,332-7.8% |
| Admin fee / account holder | $4,219 | $3,840+9.9% | $5,194-18.8% | $4,645-9.2% |