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 | $37,586 | $65,365-42.5% | $92,893-59.5% | $72,985-48.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 32.61% | 42.10%-9.5pp | 109.41%-76.8pp | 81.00%-48.4pp |
| Employer contribution / active EE | $6,788 | $2,594+161.7% | $3,653+85.8% | $2,440+178.2% |
| Participant deferral / active EE | $5,919 | $3,128+89.2% | $4,236+39.7% | $3,607+64.1% |
| Admin fee / account holder | $3,117 | $4,251-26.7% | $5,794-46.2% | $5,124-39.2% |