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 | $38,882 | $96,305-59.6% | $80,569-51.7% | $139,434-72.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,381 | $3,262-27.0% | $2,723-12.6% | $4,751-49.9% |
| Participant deferral / active EE | $2,864 | $5,232-45.3% | $4,447-35.6% | $6,710-57.3% |
| Admin fee / account holder | $1,931 | $6,599-70.7% | $5,377-64.1% | $11,403-83.1% |