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 | $39,674 | $102,966-61.5% | $90,281-56.1% | $152,861-74.0% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.4%+3.9pp |
| Annual return | 35.56% | 95.16%-59.6pp | 78.10%-42.5pp | 345.32%-309.8pp |
| Employer contribution / active EE | $874 | $3,139-72.2% | $2,854-69.4% | $4,762-81.7% |
| Participant deferral / active EE | $3,725 | $4,281-13.0% | $3,885-4.1% | $5,850-36.3% |
| Admin fee / account holder | $3,059 | $6,171-50.4% | $5,351-42.8% | $11,596-73.6% |