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 | $44,285 | $171,865-74.2% | $149,718-70.4% | $147,584-70.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.22% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,440 | $6,275-77.1% | $5,445-73.6% | $4,876-70.5% |
| Participant deferral / active EE | $3,007 | $7,271-58.6% | $6,569-54.2% | $5,439-44.7% |
| Admin fee / account holder | $8,722 | $13,799-36.8% | $11,283-22.7% | $10,885-19.9% |