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 | $20,374 | $85,202-76.1% | $172,739-88.2% | $72,985-72.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.28% | 27.32%-10.0pp | 802.84%-785.6pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,617 | $3,324-21.3% | $5,143-49.1% | $2,440+7.3% |
| Participant deferral / active EE | $2,704 | $3,260-17.1% | $5,198-48.0% | $3,607-25.0% |
| Admin fee / account holder | $800 | $5,884-86.4% | $13,954-94.3% | $5,124-84.4% |