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 | $32,968 | $85,766-61.6% | $136,294-75.8% | $70,131-53.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.00% | 31.45%-13.5pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,765 | $2,966-6.8% | $4,695-41.1% | $2,342+18.0% |
| Participant deferral / active EE | $5,762 | $5,051+14.1% | $6,247-7.8% | $3,332+73.0% |
| Admin fee / account holder | $8,660 | $5,420+59.8% | $9,243-6.3% | $4,645+86.4% |