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 | $37,844 | $109,982-65.6% | $97,226-61.1% | $145,922-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.37% | 242.90%-218.5pp | 75.13%-50.8pp | 561.29%-536.9pp |
| Employer contribution / active EE | $2,857 | $3,084-7.4% | $2,729+4.7% | $4,660-38.7% |
| Participant deferral / active EE | $1,575 | $4,676-66.3% | $4,264-63.1% | $6,688-76.4% |
| Admin fee / account holder | $13,818 | $6,221+122.1% | $5,654+144.4% | $13,397+3.1% |