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 | $36,628 | $127,065-71.2% | $113,168-67.6% | $142,382-74.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 31.81% | 24.03%+7.8pp | 24.27%+7.5pp | 217.08%-185.3pp |
| Employer contribution / active EE | $1,349 | $3,442-60.8% | $2,975-54.6% | $4,299-68.6% |
| Participant deferral / active EE | $2,433 | $5,716-57.4% | $5,107-52.4% | $6,507-62.6% |
| Admin fee / account holder | $19,352 | $15,736+23.0% | $12,068+60.4% | $12,624+53.3% |