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 | $36,773 | $58,208-36.8% | $81,812-55.1% | $80,856-54.5% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.4pp | 67.6%+17.1pp |
| Annual return | 11.54% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $9,104 | $2,340+289.1% | $2,912+212.6% | $2,755+230.5% |
| Participant deferral / active EE | $1,277 | $3,281-61.1% | $4,319-70.4% | $4,296-70.3% |
| Admin fee / account holder | $2,200 | $4,981-55.8% | $7,386-70.2% | $6,918-68.2% |