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 | $42,861 | $156,846-72.7% | $121,098-64.6% | $139,434-69.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 1474.56%-1458.4pp | 985.75%-969.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,553 | $5,536-71.9% | $4,164-62.7% | $4,751-67.3% |
| Participant deferral / active EE | $8,796 | $4,844+81.6% | $4,080+115.6% | $6,710+31.1% |
| Admin fee / account holder | $6,397 | $6,946-7.9% | $5,644+13.3% | $11,403-43.9% |