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 | $24,175 | $99,020-75.6% | $86,590-72.1% | $147,584-83.6% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 10.40% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,667 | $3,132-46.8% | $2,839-41.3% | $4,876-65.8% |
| Participant deferral / active EE | $2,616 | $3,972-34.1% | $3,609-27.5% | $5,439-51.9% |
| Admin fee / account holder | $7,350 | $5,710+28.7% | $4,906+49.8% | $10,885-32.5% |