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 | $54,571 | $102,317-46.7% | $146,958-62.9% | $80,856-32.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.23% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,571 | $3,713-57.7% | $4,933-68.2% | $2,755-43.0% |
| Participant deferral / active EE | $5,016 | $6,644-24.5% | $8,070-37.8% | $4,296+16.8% |
| Admin fee / account holder | $528 | $7,941-93.4% | $12,998-95.9% | $6,918-92.4% |