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 | $37,423 | $75,828-50.6% | $147,614-74.6% | $59,632-37.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 210.11% | 0.37%+209.7pp | 61.98%+148.1pp | 2041.28%-1831.2pp |
| Employer contribution / active EE | $2,045 | $3,485-41.3% | $5,564-63.2% | $2,203-7.2% |
| Participant deferral / active EE | $2,935 | $3,130-6.2% | $4,895-40.0% | $3,192-8.0% |
| Admin fee / account holder | $6,155 | $5,985+2.8% | $11,611-47.0% | $4,297+43.2% |