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 | $35,707 | $81,208-56.0% | $98,907-63.9% | $79,858-55.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.19% | 60.99%-46.8pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,416 | $1,960+74.3% | $2,689+27.1% | $2,471+38.3% |
| Participant deferral / active EE | $3,635 | $3,265+11.3% | $4,244-14.4% | $3,740-2.8% |
| Admin fee / account holder | $3,181 | $6,013-47.1% | $6,642-52.1% | $5,306-40.1% |