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 | $23,049 | $46,869-50.8% | $122,332-81.2% | $70,131-67.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 30.48% | 24.22%+6.3pp | 30.27%+0.2pp | 73.14%-42.7pp |
| Employer contribution / active EE | $1,778 | $1,288+38.1% | $4,050-56.1% | $2,342-24.1% |
| Participant deferral / active EE | $2,907 | $2,166+34.2% | $3,287-11.6% | $3,332-12.8% |
| Admin fee / account holder | $748 | $3,322-77.5% | $5,478-86.4% | $4,645-83.9% |