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 | $55,896 | $102,966-45.7% | $90,281-38.1% | $152,861-63.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.02% | 95.16%-80.1pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,352 | $3,139+6.8% | $2,854+17.4% | $4,762-29.6% |
| Participant deferral / active EE | $3,569 | $4,281-16.6% | $3,885-8.1% | $5,850-39.0% |
| Admin fee / account holder | $4,366 | $6,171-29.2% | $5,351-18.4% | $11,596-62.3% |