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 | $37,637 | $111,754-66.3% | $103,333-63.6% | $145,922-74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,350 | $4,212+74.5% | $3,868+90.0% | $4,660+57.7% |
| Participant deferral / active EE | $10,929 | $5,619+94.5% | $5,057+116.1% | $6,688+63.4% |
| Admin fee / account holder | $1,010 | $9,750-89.6% | $8,355-87.9% | $13,397-92.5% |