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 | $40,900 | $88,087-53.6% | $164,866-75.2% | $74,546-45.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.62% | 17.27%-2.7pp | 69.97%-55.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,154 | $2,595+21.5% | $4,343-27.4% | $2,624+20.2% |
| Participant deferral / active EE | $5,082 | $4,499+12.9% | $6,033-15.8% | $4,347+16.9% |
| Admin fee / account holder | $2,062 | $2,232-7.6% | $12,689-83.8% | $1,944+6.1% |