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 | $34,169 | $76,738-55.5% | $56,411-39.4% | $145,922-76.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 10.01% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,743 | $1,380+26.3% | $1,039+67.8% | $4,660-62.6% |
| Participant deferral / active EE | $2,880 | $2,623+9.8% | $1,952+47.5% | $6,688-56.9% |
| Admin fee / account holder | $1,140 | $3,334-65.8% | $2,829-59.7% | $13,397-91.5% |