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 | $37,929 | $108,825-65.1% | $156,181-75.7% | $82,448-54.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 28.99% | 20.59%+8.4pp | 64.87%-35.9pp | 41.64%-12.6pp |
| Employer contribution / active EE | $2,464 | $2,870-14.1% | $4,294-42.6% | $2,551-3.4% |
| Participant deferral / active EE | $3,318 | $4,577-27.5% | $6,132-45.9% | $4,139-19.9% |
| Admin fee / account holder | $1,674 | $9,341-82.1% | $14,586-88.5% | $7,234-76.9% |