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 | $37,446 | $98,750-62.1% | $149,696-75.0% | $79,858-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.85% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,878 | $3,216-41.6% | $4,644-59.6% | $2,471-24.0% |
| Participant deferral / active EE | $2,600 | $5,680-54.2% | $6,842-62.0% | $3,740-30.5% |
| Admin fee / account holder | $345 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |