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 | $36,994 | $78,103-52.6% | $289,028-87.2% | $116,875-68.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 22.40% | 15.26%+7.1pp | 243.94%-221.5pp | 16.29%+6.1pp |
| Employer contribution / active EE | $3,296 | $2,718+21.3% | $6,326-47.9% | $3,288+0.2% |
| Participant deferral / active EE | $3,266 | $2,921+11.8% | $4,804-32.0% | $3,885-15.9% |
| Admin fee / account holder | $1,277 | $8,683-85.3% | $14,050-90.9% | $12,263-89.6% |