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 | $36,456 | $103,376-64.7% | $87,100-58.1% | $152,861-76.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.45% | 28.10%+0.4pp | 28.19%+0.3pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,405 | $3,220-56.4% | $2,521-44.3% | $4,762-70.5% |
| Participant deferral / active EE | $11,662 | $4,778+144.1% | $4,049+188.0% | $5,850+99.3% |
| Admin fee / account holder | $387 | $12,205-96.8% | $7,497-94.8% | $11,596-96.7% |