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 | $52,948 | $65,409-19.1% | $98,442-46.2% | $85,850-38.3% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 16.44% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,244 | $2,168+49.7% | $2,960+9.6% | $2,565+26.5% |
| Participant deferral / active EE | $4,375 | $3,166+38.2% | $4,276+2.3% | $3,952+10.7% |
| Admin fee / account holder | $1,545 | $4,593-66.4% | $5,949-74.0% | $6,260-75.3% |