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 | $37,138 | $65,395-43.2% | $182,532-79.7% | $72,985-49.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 23.78% | 27.68%-3.9pp | 148.54%-124.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,548 | $1,911+85.7% | $4,076-12.9% | $2,440+45.4% |
| Participant deferral / active EE | $6,117 | $3,563+71.7% | $5,524+10.7% | $3,607+69.6% |
| Admin fee / account holder | $3,527 | $4,245-16.9% | $8,592-59.0% | $5,124-31.2% |