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 | $34,403 | $100,852-65.9% | $90,404-61.9% | $158,922-78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.40% | 1724.20%-1711.8pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,798 | $3,689+3.0% | $3,262+16.4% | $4,761-20.2% |
| Participant deferral / active EE | $7,749 | $4,348+78.2% | $3,963+95.5% | $5,982+29.5% |
| Admin fee / account holder | $1,742 | $6,501-73.2% | $5,611-69.0% | $11,246-84.5% |