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 | $32,556 | $97,757-66.7% | $83,848-61.2% | $135,375-76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.28% | 1287.37%-1280.1pp | 850.88%-843.6pp | 519.73%-512.5pp |
| Employer contribution / active EE | $2,554 | $4,222-39.5% | $3,631-29.6% | $4,779-46.5% |
| Participant deferral / active EE | $5,088 | $4,682+8.7% | $4,082+24.7% | $5,609-9.3% |
| Admin fee / account holder | $7,076 | $6,674+6.0% | $5,478+29.2% | $10,827-34.6% |