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 | $40,410 | $63,861-36.7% | $104,607-61.4% | $79,858-49.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 12.16% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,436 | $1,588+116.3% | $2,681+28.2% | $2,471+39.1% |
| Participant deferral / active EE | $3,089 | $2,693+14.7% | $3,740-17.4% | $3,740-17.4% |
| Admin fee / account holder | $7,129 | $4,185+70.3% | $6,473+10.1% | $5,306+34.3% |