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 | $39,247 | $65,409-40.0% | $98,442-60.1% | $85,850-54.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 28.76% | 21.76%+7.0pp | 1492.73%-1464.0pp | 318.53%-289.8pp |
| Employer contribution / active EE | $5,154 | $2,168+137.8% | $2,960+74.1% | $2,565+100.9% |
| Participant deferral / active EE | $5,494 | $3,166+73.5% | $4,276+28.5% | $3,952+39.0% |
| Admin fee / account holder | $1,848 | $4,593-59.8% | $5,949-68.9% | $6,260-70.5% |