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 | $35,876 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,453 | $4,015+35.8% | $3,754+45.3% | $4,299+26.8% |
| Participant deferral / active EE | $3,917 | $5,564-29.6% | $5,116-23.4% | $6,507-39.8% |
| Admin fee / account holder | $622 | $9,860-93.7% | $8,919-93.0% | $12,624-95.1% |