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 | $35,189 | $44,850-21.5% | $60,547-41.9% | $59,632-41.0% |
| Participation rate | 87.5% | 59.5%+28.0pp | 68.0%+19.5pp | 68.7%+18.8pp |
| Annual return | 8.43% | 1074.14%-1065.7pp | 335.64%-327.2pp | 2041.28%-2032.9pp |
| Employer contribution / active EE | $586 | $1,462-59.9% | $2,419-75.8% | $2,203-73.4% |
| Participant deferral / active EE | $3,001 | $2,230+34.6% | $3,328-9.8% | $3,192-6.0% |
| Admin fee / account holder | $449 | $3,635-87.7% | $4,536-90.1% | $4,297-89.6% |