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 | $75,507 | $91,190-17.2% | $178,490-57.7% | $79,858-5.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,559 | $3,256+9.3% | $5,011-29.0% | $2,471+44.0% |
| Participant deferral / active EE | $5,692 | $3,236+75.9% | $5,202+9.4% | $3,740+52.2% |
| Admin fee / account holder | $350 | $6,751-94.8% | $13,984-97.5% | $5,306-93.4% |