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 | $34,103 | $58,927-42.1% | $76,817-55.6% | $72,985-53.3% |
| Participation rate | 93.8% | 67.3%+26.4pp | 72.1%+21.7pp | 69.5%+24.3pp |
| Annual return | 23.62% | 2305.64%-2282.0pp | 1166.11%-1142.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,759 | $1,787-1.5% | $2,302-23.6% | $2,440-27.9% |
| Participant deferral / active EE | $2,001 | $2,690-25.6% | $3,336-40.0% | $3,607-44.5% |
| Admin fee / account holder | $12,011 | $4,013+199.3% | $6,420+87.1% | $5,124+134.4% |