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 | $44,377 | $98,750-55.1% | $149,696-70.4% | $79,858-44.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,324 | $3,216-58.8% | $4,644-71.5% | $2,471-46.4% |
| Participant deferral / active EE | $5,014 | $5,680-11.7% | $6,842-26.7% | $3,740+34.1% |
| Admin fee / account holder | $1,557 | $6,053-74.3% | $9,309-83.3% | $5,306-70.7% |