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 | $65,412 | $109,359-40.2% | $162,163-59.7% | $72,985-10.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.04% | 25.46%+3.6pp | 115.59%-86.5pp | 81.00%-52.0pp |
| Employer contribution / active EE | $2,732 | $3,907-30.1% | $5,614-51.3% | $2,440+12.0% |
| Participant deferral / active EE | $4,100 | $5,481-25.2% | $7,298-43.8% | $3,607+13.7% |
| Admin fee / account holder | $2,311 | $7,972-71.0% | $10,843-78.7% | $5,124-54.9% |