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 | $51,091 | $54,705-6.6% | $71,209-28.3% | $84,808-39.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 43.91% | 35.90%+8.0pp | 282.51%-238.6pp | 40.90%+3.0pp |
| Employer contribution / active EE | $2,411 | $2,158+11.7% | $2,721-11.4% | $2,631-8.4% |
| Participant deferral / active EE | $1,901 | $3,030-37.3% | $4,175-54.5% | $4,212-54.9% |
| Admin fee / account holder | $13,639 | $4,863+180.4% | $5,349+155.0% | $7,344+85.7% |