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 | $22,150 | $73,515-69.9% | $62,995-64.8% | $147,584-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.67% | 175.43%-160.8pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $827 | $3,320-75.1% | $2,759-70.0% | $4,876-83.0% |
| Participant deferral / active EE | $3,797 | $4,185-9.3% | $3,329+14.1% | $5,439-30.2% |
| Admin fee / account holder | $10,172 | $5,953+70.9% | $3,600+182.6% | $10,885-6.6% |