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 7-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 | $41,961 | $87,013-51.8% | $106,213-60.5% | $80,856-48.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.74% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,230 | $2,395+34.8% | $3,171+1.8% | $2,755+17.2% |
| Participant deferral / active EE | $2,526 | $3,986-36.6% | $5,016-49.6% | $4,296-41.2% |
| Admin fee / account holder | $5,987 | $8,431-29.0% | $11,033-45.7% | $6,918-13.5% |