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 | $30,282 | $78,422-61.4% | $95,952-68.4% | $79,858-62.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 31.48% | 19.37%+12.1pp | 91.61%-60.1pp | 31.71%-0.2pp |
| Employer contribution / active EE | $5,179 | $1,945+166.3% | $2,541+103.8% | $2,471+109.6% |
| Participant deferral / active EE | $3,276 | $3,440-4.8% | $4,167-21.4% | $3,740-12.4% |
| Admin fee / account holder | $7,899 | $5,622+40.5% | $6,795+16.2% | $5,306+48.9% |