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 | $35,354 | $101,069-65.0% | $81,478-56.6% | $147,584-76.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.42% | 32.40%-20.0pp | 38.78%-26.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $12,454 | $3,205+288.6% | $2,568+385.0% | $4,876+155.4% |
| Participant deferral / active EE | $16,700 | $4,242+293.7% | $3,537+372.2% | $5,439+207.1% |
| Admin fee / account holder | $2,937 | $5,812-49.5% | $4,561-35.6% | $10,885-73.0% |