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 | $59,480 | $210,648-71.8% | $177,989-66.6% | $145,922-59.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.23% | 385.86%-363.6pp | 294.48%-272.3pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,864 | $4,565-59.2% | $3,949-52.8% | $4,660-60.0% |
| Participant deferral / active EE | $3,153 | $6,958-54.7% | $6,276-49.8% | $6,688-52.9% |
| Admin fee / account holder | $4,297 | $12,013-64.2% | $10,363-58.5% | $13,397-67.9% |