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 3-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 | $34,524 | $111,754-69.1% | $103,333-66.6% | $145,922-76.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.50% | 24.77%-4.3pp | 24.88%-4.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,207 | $4,212-23.9% | $3,868-17.1% | $4,660-31.2% |
| Participant deferral / active EE | $3,655 | $5,619-34.9% | $5,057-27.7% | $6,688-45.3% |
| Admin fee / account holder | $38,138 | $9,750+291.1% | $8,355+356.5% | $13,397+184.7% |