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 | $45,602 | $109,359-58.3% | $162,163-71.9% | $72,985-37.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.05% | 25.46%-6.4pp | 115.59%-96.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,176 | $3,907+32.5% | $5,614-7.8% | $2,440+112.2% |
| Participant deferral / active EE | $5,654 | $5,481+3.2% | $7,298-22.5% | $3,607+56.7% |
| Admin fee / account holder | $369 | $7,972-95.4% | $10,843-96.6% | $5,124-92.8% |