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 | $35,542 | $91,538-61.2% | $129,995-72.7% | $75,163-52.7% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 14.96% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,360 | $2,845-17.1% | $4,320-45.4% | $2,670-11.6% |
| Participant deferral / active EE | $2,363 | $4,341-45.6% | $5,820-59.4% | $4,125-42.7% |
| Admin fee / account holder | $2,396 | $6,790-64.7% | $10,614-77.4% | $5,651-57.6% |