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 | $33,813 | $76,552-55.8% | $123,892-72.7% | $62,891-46.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.32% | 18.68%-4.4pp | 47.52%-33.2pp | 20.14%-5.8pp |
| Employer contribution / active EE | $3,584 | $2,883+24.3% | $4,617-22.4% | $2,281+57.1% |
| Participant deferral / active EE | $3,328 | $4,840-31.2% | $5,984-44.4% | $3,203+3.9% |
| Admin fee / account holder | $776 | $4,826-83.9% | $8,357-90.7% | $4,296-81.9% |