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 | $29,351 | $63,861-54.0% | $104,607-71.9% | $79,858-63.2% |
| Participation rate | 90.9% | 64.9%+26.0pp | 74.1%+16.8pp | 69.6%+21.3pp |
| Annual return | 19.55% | 21.30%-1.8pp | 340.46%-320.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,580 | $1,588+125.4% | $2,681+33.6% | $2,471+44.9% |
| Participant deferral / active EE | $6,618 | $2,693+145.7% | $3,740+77.0% | $3,740+77.0% |
| Admin fee / account holder | $2,844 | $4,185-32.0% | $6,473-56.1% | $5,306-46.4% |