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 | $61,694 | $57,354+7.6% | $83,848-26.4% | $64,186-3.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 36.17% | 11.38%+24.8pp | 850.88%-814.7pp | 7.63%+28.5pp |
| Employer contribution / active EE | $1,667 | $2,545-34.5% | $3,631-54.1% | $2,381-30.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,206 | $4,046-45.5% | $5,478-59.7% | $4,888-54.9% |