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 | $40,035 | $100,041-60.0% | $149,718-73.3% | $70,131-42.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.60% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,519 | $3,662-58.5% | $5,445-72.1% | $2,342-35.1% |
| Participant deferral / active EE | $3,380 | $4,983-32.2% | $6,569-48.5% | $3,332+1.4% |
| Admin fee / account holder | $3,206 | $8,286-61.3% | $11,283-71.6% | $4,645-31.0% |