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 | $55,636 | $109,359-49.1% | $162,163-65.7% | $72,985-23.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.91% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,728 | $3,907-30.2% | $5,614-51.4% | $2,440+11.8% |
| Participant deferral / active EE | $7,733 | $5,481+41.1% | $7,298+6.0% | $3,607+114.4% |
| Admin fee / account holder | $5,479 | $7,972-31.3% | $10,843-49.5% | $5,124+6.9% |