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 | $33,889 | $77,899-56.5% | $149,673-77.4% | $75,163-54.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.49% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,916 | $3,137+56.7% | $4,818+2.0% | $2,670+84.1% |
| Participant deferral / active EE | $4,548 | $3,411+33.3% | $5,680-19.9% | $4,125+10.2% |
| Admin fee / account holder | $5,380 | $5,956-9.7% | $13,210-59.3% | $5,651-4.8% |