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 | $36,975 | $109,817-66.3% | $98,442-62.4% | $167,490-77.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 11.20% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,288 | $3,224-60.1% | $2,960-56.5% | $4,837-73.4% |
| Participant deferral / active EE | $2,873 | $4,673-38.5% | $4,276-32.8% | $6,341-54.7% |
| Admin fee / account holder | $39,486 | $6,753+484.7% | $5,949+563.7% | $12,309+220.8% |