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 | $29,694 | $158,398-81.3% | $126,539-76.5% | $142,382-79.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.42% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $985 | $4,650-78.8% | $3,674-73.2% | $4,299-77.1% |
| Participant deferral / active EE | $3,751 | $4,767-21.3% | $4,083-8.1% | $6,507-42.4% |
| Admin fee / account holder | $4,823 | $6,918-30.3% | $6,065-20.5% | $12,624-61.8% |