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 | $45,531 | $48,795-6.7% | $65,493-30.5% | $84,808-46.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.52% | 20.20%-2.7pp | 982.45%-964.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,426 | $1,930+25.7% | $2,574-5.8% | $2,631-7.8% |
| Participant deferral / active EE | $7,094 | $2,928+142.3% | $3,961+79.1% | $4,212+68.4% |
| Admin fee / account holder | $996 | $3,877-74.3% | $5,028-80.2% | $7,344-86.4% |