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 | $35,735 | $84,233-57.6% | $170,442-79.0% | $70,131-49.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.56% | 23.06%-3.5pp | 205.93%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,734 | $3,387+39.8% | $5,433-12.9% | $2,342+102.1% |
| Participant deferral / active EE | $1,883 | $3,086-39.0% | $4,939-61.9% | $3,332-43.5% |
| Admin fee / account holder | $3,740 | $5,698-34.4% | $13,880-73.1% | $4,645-19.5% |