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 | $37,674 | $109,413-65.6% | $156,263-75.9% | $84,808-55.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.40% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,743 | $2,907-40.0% | $4,333-59.8% | $2,631-33.7% |
| Participant deferral / active EE | $3,387 | $4,590-26.2% | $6,158-45.0% | $4,212-19.6% |
| Admin fee / account holder | $426 | $9,357-95.4% | $14,255-97.0% | $7,344-94.2% |