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 | $42,000 | $54,705-23.2% | $71,209-41.0% | $84,808-50.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.72% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,105 | $2,158+43.9% | $2,721+14.1% | $2,631+18.0% |
| Participant deferral / active EE | $4,106 | $3,030+35.5% | $4,175-1.7% | $4,212-2.5% |
| Admin fee / account holder | $3,897 | $4,863-19.9% | $5,349-27.1% | $7,344-46.9% |