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 | $40,711 | $109,982-63.0% | $97,226-58.1% | $145,922-72.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $795 | $3,084-74.2% | $2,729-70.9% | $4,660-82.9% |
| Participant deferral / active EE | $2,258 | $4,676-51.7% | $4,264-47.0% | $6,688-66.2% |
| Admin fee / account holder | $1,330 | $6,221-78.6% | $5,654-76.5% | $13,397-90.1% |