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 | $33,075 | $63,346-47.8% | $92,233-64.1% | $70,131-52.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.28% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,583 | $2,471+45.0% | $3,679-2.6% | $2,342+53.0% |
| Participant deferral / active EE | $5,753 | $2,854+101.6% | $3,897+47.6% | $3,332+72.7% |
| Admin fee / account holder | $1,678 | $3,840-56.3% | $5,194-67.7% | $4,645-63.9% |