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 4-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 | $51,353 | $100,773-49.0% | $88,946-42.3% | $142,382-63.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.46% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,491 | $2,918-14.6% | $2,555-2.5% | $4,299-42.1% |
| Participant deferral / active EE | $3,695 | $5,230-29.3% | $4,581-19.3% | $6,507-43.2% |
| Admin fee / account holder | $1,815 | $9,693-81.3% | $8,261-78.0% | $12,624-85.6% |