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 | $46,305 | $97,757-52.6% | $83,848-44.8% | $135,375-65.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.76% | 1287.37%-1277.6pp | 850.88%-841.1pp | 519.73%-510.0pp |
| Employer contribution / active EE | $2,337 | $4,222-44.6% | $3,631-35.6% | $4,779-51.1% |
| Participant deferral / active EE | $4,627 | $4,682-1.2% | $4,082+13.4% | $5,609-17.5% |
| Admin fee / account holder | $5,599 | $6,674-16.1% | $5,478+2.2% | $10,827-48.3% |