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 | $39,238 | $105,859-62.9% | $90,160-56.5% | $147,584-73.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.82% | 37.63%-22.8pp | 34.88%-20.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,075 | $4,126-1.2% | $3,318+22.8% | $4,876-16.4% |
| Participant deferral / active EE | $3,262 | $5,733-43.1% | $5,288-38.3% | $5,439-40.0% |
| Admin fee / account holder | $3,101 | $8,046-61.5% | $5,943-47.8% | $10,885-71.5% |