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 | $32,467 | $98,240-67.0% | $82,313-60.6% | $147,584-78.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.15% | 30.85%-10.7pp | 25.88%-5.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,014 | $3,192-5.6% | $2,428+24.1% | $4,876-38.2% |
| Participant deferral / active EE | $8,738 | $4,383+99.4% | $3,706+135.8% | $5,439+60.7% |
| Admin fee / account holder | $3,498 | $8,563-59.1% | $5,608-37.6% | $10,885-67.9% |