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 | $31,824 | $109,327-70.9% | $89,391-64.4% | $158,922-80.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.97% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,398 | $3,170+7.2% | $2,586+31.4% | $4,761-28.6% |
| Participant deferral / active EE | $8,186 | $4,598+78.0% | $3,890+110.4% | $5,982+36.8% |
| Admin fee / account holder | $8,963 | $6,153+45.7% | $4,881+83.6% | $11,246-20.3% |