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 | $52,997 | $53,127-0.2% | $86,590-38.8% | $70,131-24.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.42% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,594 | $2,068-22.9% | $2,839-43.9% | $2,342-32.0% |
| Participant deferral / active EE | $3,769 | $2,696+39.8% | $3,609+4.4% | $3,332+13.1% |
| Admin fee / account holder | $12,562 | $3,585+250.4% | $4,906+156.1% | $4,645+170.4% |