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 | $34,962 | $93,571-62.6% | $135,903-74.3% | $75,163-53.5% |
| Participation rate | 94.5% | 75.2%+19.4pp | 81.9%+12.6pp | 67.2%+27.4pp |
| Annual return | 26.65% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $3,813 | $3,537+7.8% | $4,856-21.5% | $2,670+42.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,580 | $6,975-77.4% | $10,762-85.3% | $5,651-72.0% |