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 | $34,209 | $81,625-58.1% | $58,482-41.5% | $139,434-75.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 7404.20%-7391.6pp | 4239.32%-4226.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,118 | $1,398+123.0% | $1,053+196.1% | $4,751-34.4% |
| Participant deferral / active EE | $3,894 | $2,557+52.3% | $1,924+102.4% | $6,710-42.0% |
| Admin fee / account holder | $1,727 | $3,265-47.1% | $2,516-31.3% | $11,403-84.9% |