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 | $34,969 | $65,365-46.5% | $92,893-62.4% | $72,985-52.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.14% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,186 | $2,594-15.7% | $3,653-40.1% | $2,440-10.4% |
| Participant deferral / active EE | $5,006 | $3,128+60.0% | $4,236+18.2% | $3,607+38.8% |
| Admin fee / account holder | $691 | $4,251-83.8% | $5,794-88.1% | $5,124-86.5% |