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 | $39,042 | $75,828-48.5% | $147,614-73.6% | $59,632-34.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 9.95% | 0.37%+9.6pp | 61.98%-52.0pp | 2041.28%-2031.3pp |
| Employer contribution / active EE | $1,512 | $3,485-56.6% | $5,564-72.8% | $2,203-31.4% |
| Participant deferral / active EE | $2,607 | $3,130-16.7% | $4,895-46.7% | $3,192-18.3% |
| Admin fee / account holder | $2,074 | $5,985-65.3% | $11,611-82.1% | $4,297-51.7% |