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 | $40,045 | $53,127-24.6% | $86,590-53.8% | $70,131-42.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,054 | $2,068+47.7% | $2,839+7.6% | $2,342+30.4% |
| Participant deferral / active EE | $4,393 | $2,696+62.9% | $3,609+21.7% | $3,332+31.8% |
| Admin fee / account holder | $4,679 | $3,585+30.5% | $4,906-4.6% | $4,645+0.7% |