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 | $27,029 | $65,395-58.7% | $182,532-85.2% | $72,985-63.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 31.63% | 27.68%+4.0pp | 148.54%-116.9pp | 81.00%-49.4pp |
| Employer contribution / active EE | $3,746 | $1,911+96.0% | $4,076-8.1% | $2,440+53.5% |
| Participant deferral / active EE | $8,071 | $3,563+126.5% | $5,524+46.1% | $3,607+123.7% |
| Admin fee / account holder | $2,989 | $4,245-29.6% | $8,592-65.2% | $5,124-41.7% |