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 | $37,022 | $48,795-24.1% | $65,493-43.5% | $84,808-56.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.37% | 20.20%-7.8pp | 982.45%-970.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,014 | $1,930+56.2% | $2,574+17.1% | $2,631+14.5% |
| Participant deferral / active EE | $4,032 | $2,928+37.7% | $3,961+1.8% | $4,212-4.3% |
| Admin fee / account holder | $3,332 | $3,877-14.1% | $5,028-33.7% | $7,344-54.6% |