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 | $39,375 | $84,233-53.3% | $170,442-76.9% | $70,131-43.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.49% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,352 | $3,387-30.6% | $5,433-56.7% | $2,342+0.4% |
| Participant deferral / active EE | $3,062 | $3,086-0.8% | $4,939-38.0% | $3,332-8.1% |
| Admin fee / account holder | $1,017 | $5,698-82.1% | $13,880-92.7% | $4,645-78.1% |