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 | $36,673 | $89,355-59.0% | $141,162-74.0% | $72,985-49.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.42% | 111.85%-88.4pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,113 | $3,114+32.1% | $4,735-13.1% | $2,440+68.6% |
| Participant deferral / active EE | $4,453 | $5,418-17.8% | $6,709-33.6% | $3,607+23.4% |
| Admin fee / account holder | $1,291 | $5,958-78.3% | $10,261-87.4% | $5,124-74.8% |