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 | $34,605 | $64,348-46.2% | $90,160-61.6% | $70,131-50.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 59.35% | 28.13%+31.2pp | 34.88%+24.5pp | 73.14%-13.8pp |
| Employer contribution / active EE | $3,782 | $2,046+84.9% | $3,318+14.0% | $2,342+61.4% |
| Participant deferral / active EE | $7,314 | $4,389+66.7% | $5,288+38.3% | $3,332+119.5% |
| Admin fee / account holder | $4,325 | $3,944+9.7% | $5,943-27.2% | $4,645-6.9% |