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 | $29,740 | $102,616-71.0% | $81,983-63.7% | $158,922-81.3% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.2%+21.2pp | 82.0%+8.5pp |
| Annual return | 16.74% | 61.04%-44.3pp | 41.31%-24.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,272 | $3,240-60.7% | $2,498-49.1% | $4,761-73.3% |
| Participant deferral / active EE | $1,862 | $4,648-59.9% | $3,722-50.0% | $5,982-68.9% |
| Admin fee / account holder | $1,011 | $8,235-87.7% | $5,664-82.1% | $11,246-91.0% |