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 | $37,873 | $109,881-65.5% | $150,045-74.8% | $84,808-55.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.52% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,197 | $3,561+102.1% | $4,693+53.4% | $2,631+173.6% |
| Participant deferral / active EE | $4,847 | $6,636-27.0% | $7,997-39.4% | $4,212+15.1% |
| Admin fee / account holder | $967 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |