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 | $31,288 | $50,637-38.2% | $86,590-63.9% | $62,292-49.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.56% | 20.80%-6.2pp | 964.84%-950.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,223 | $2,075+7.1% | $2,839-21.7% | $2,042+8.9% |
| Participant deferral / active EE | $2,399 | $2,611-8.1% | $3,609-33.5% | $3,169-24.3% |
| Admin fee / account holder | $1,654 | $413+300.2% | $4,906-66.3% | $479+245.1% |