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 | $36,603 | $209,411-82.5% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.06% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,183 | $5,706-61.7% | $5,011-56.4% | $4,761-54.2% |
| Participant deferral / active EE | $3,600 | $5,954-39.5% | $5,202-30.8% | $5,982-39.8% |
| Admin fee / account holder | $4,600 | $17,074-73.1% | $13,984-67.1% | $11,246-59.1% |