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 | $31,838 | $102,616-69.0% | $81,983-61.2% | $158,922-80.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.76% | 61.04%-45.3pp | 41.31%-25.5pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,745 | $3,240+15.6% | $2,498+49.9% | $4,761-21.3% |
| Participant deferral / active EE | $3,784 | $4,648-18.6% | $3,722+1.7% | $5,982-36.8% |
| Admin fee / account holder | $1,891 | $8,235-77.0% | $5,664-66.6% | $11,246-83.2% |