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 | $23,584 | $88,710-73.4% | $81,783-71.2% | $145,959-83.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.96% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,287 | $3,083-58.3% | $2,913-55.8% | $4,661-72.4% |
| Participant deferral / active EE | $3,704 | $4,645-20.3% | $4,320-14.3% | $6,689-44.6% |
| Admin fee / account holder | $39,547 | $8,407+370.4% | $7,380+435.9% | $13,398+195.2% |