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 | $40,718 | $111,814-63.6% | $93,654-56.5% | $145,959-72.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.12% | 203.30%-186.2pp | 133.34%-116.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,953 | $3,092-36.8% | $2,421-19.3% | $4,661-58.1% |
| Participant deferral / active EE | $3,029 | $4,914-38.4% | $4,413-31.4% | $6,689-54.7% |
| Admin fee / account holder | $1,425 | $10,246-86.1% | $8,282-82.8% | $13,398-89.4% |