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 | $33,525 | $124,319-73.0% | $111,297-69.9% | $167,490-80.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.59% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,842 | $3,435-17.3% | $2,731+4.1% | $4,837-41.2% |
| Participant deferral / active EE | $3,587 | $5,180-30.8% | $4,487-20.1% | $6,341-43.4% |
| Admin fee / account holder | $3,374 | $10,618-68.2% | $7,964-57.6% | $12,309-72.6% |