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 | $23,926 | $65,365-63.4% | $92,893-74.2% | $72,985-67.2% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.1pp |
| Annual return | 71.93% | 42.10%+29.8pp | 109.41%-37.5pp | 81.00%-9.1pp |
| Employer contribution / active EE | $9,807 | $2,594+278.1% | $3,653+168.5% | $2,440+302.0% |
| Participant deferral / active EE | $2,889 | $3,128-7.6% | $4,236-31.8% | $3,607-19.9% |
| Admin fee / account holder | $954 | $4,251-77.6% | $5,794-83.5% | $5,124-81.4% |