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 | $40,645 | $78,705-48.4% | $117,854-65.5% | $70,131-42.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.63% | 23.30%-4.7pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,544 | $2,223-30.6% | $3,786-59.2% | $2,342-34.1% |
| Participant deferral / active EE | $3,483 | $3,297+5.6% | $4,482-22.3% | $3,332+4.5% |
| Admin fee / account holder | $664 | $5,065-86.9% | $8,020-91.7% | $4,645-85.7% |