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 | $38,556 | $78,705-51.0% | $117,854-67.3% | $70,131-45.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.92% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,443 | $2,223+9.9% | $3,786-35.5% | $2,342+4.3% |
| Participant deferral / active EE | $3,511 | $3,297+6.5% | $4,482-21.7% | $3,332+5.4% |
| Admin fee / account holder | $2,073 | $5,065-59.1% | $8,020-74.1% | $4,645-55.4% |