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 | $39,553 | $116,175-66.0% | $93,606-57.7% | $152,861-74.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.92% | 35.96%-11.0pp | 32.76%-7.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,336 | $3,218-27.4% | $2,718-14.0% | $4,762-50.9% |
| Participant deferral / active EE | $2,055 | $4,603-55.4% | $4,069-49.5% | $5,850-64.9% |
| Admin fee / account holder | $5,017 | $10,748-53.3% | $7,888-36.4% | $11,596-56.7% |