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 | $37,072 | $67,606-45.2% | $82,313-55.0% | $70,131-47.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.98% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,029 | $1,755+72.6% | $2,428+24.7% | $2,342+29.3% |
| Participant deferral / active EE | $2,289 | $2,987-23.4% | $3,706-38.2% | $3,332-31.3% |
| Admin fee / account holder | $1,057 | $4,512-76.6% | $5,608-81.1% | $4,645-77.2% |