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 | $30,745 | $63,346-51.5% | $92,233-66.7% | $70,131-56.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.22% | 530.12%-509.9pp | 176.28%-156.1pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,027 | $2,471-18.0% | $3,679-44.9% | $2,342-13.5% |
| Participant deferral / active EE | $2,731 | $2,854-4.3% | $3,897-29.9% | $3,332-18.0% |
| Admin fee / account holder | $1,904 | $3,840-50.4% | $5,194-63.3% | $4,645-59.0% |