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 | $45,698 | $100,041-54.3% | $149,718-69.5% | $70,131-34.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.48% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,703 | $3,662-26.2% | $5,445-50.4% | $2,342+15.4% |
| Participant deferral / active EE | $4,275 | $4,983-14.2% | $6,569-34.9% | $3,332+28.3% |
| Admin fee / account holder | $7,138 | $8,286-13.9% | $11,283-36.7% | $4,645+53.7% |