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 | $35,290 | $106,890-67.0% | $84,015-58.0% | $152,861-76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.08% | 104.99%-90.9pp | 71.31%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,897 | $2,734+5.9% | $1,983+46.1% | $4,762-39.2% |
| Participant deferral / active EE | $8,127 | $4,011+102.6% | $3,239+150.9% | $5,850+38.9% |
| Admin fee / account holder | $3,718 | $8,285-55.1% | $6,101-39.1% | $11,596-67.9% |