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 | $36,442 | $91,190-60.0% | $178,490-79.6% | $79,858-54.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.05% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,151 | $3,256+27.5% | $5,011-17.2% | $2,471+68.0% |
| Participant deferral / active EE | $2,435 | $3,236-24.8% | $5,202-53.2% | $3,740-34.9% |
| Admin fee / account holder | $334 | $6,751-95.0% | $13,984-97.6% | $5,306-93.7% |