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 | $32,936 | $86,699-62.0% | $73,307-55.1% | $125,391-73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 12.33% | 2.78%+9.6pp | 5.67%+6.7pp | 282.22%-269.9pp |
| Employer contribution / active EE | $5,582 | $4,152+34.4% | $3,237+72.4% | $4,866+14.7% |
| Participant deferral / active EE | $1,970 | $5,550-64.5% | $4,991-60.5% | $5,352-63.2% |
| Admin fee / account holder | $875 | $7,771-88.7% | $5,637-84.5% | $9,540-90.8% |