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 | $37,807 | $52,580-28.1% | $71,671-47.2% | $70,131-46.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 51.74% | 20.25%+31.5pp | 20.65%+31.1pp | 73.14%-21.4pp |
| Employer contribution / active EE | $6,648 | $1,616+311.5% | $2,460+170.3% | $2,342+183.8% |
| Participant deferral / active EE | $8,587 | $2,386+259.9% | $3,438+149.8% | $3,332+157.7% |
| Admin fee / account holder | $541 | $3,653-85.2% | $5,558-90.3% | $4,645-88.3% |