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 | $43,776 | $84,233-48.0% | $170,442-74.3% | $70,131-37.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.75% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,027 | $3,387+18.9% | $5,433-25.9% | $2,342+71.9% |
| Participant deferral / active EE | $1,871 | $3,086-39.4% | $4,939-62.1% | $3,332-43.8% |
| Admin fee / account holder | $4,463 | $5,698-21.7% | $13,880-67.8% | $4,645-3.9% |