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 | $27,653 | $107,334-74.2% | $92,893-70.2% | $152,861-81.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.61% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,875 | $4,221-31.9% | $3,653-21.3% | $4,762-39.6% |
| Participant deferral / active EE | $5,609 | $4,845+15.8% | $4,236+32.4% | $5,850-4.1% |
| Admin fee / account holder | $1,574 | $7,079-77.8% | $5,794-72.8% | $11,596-86.4% |