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 | $26,534 | $73,515-63.9% | $62,995-57.9% | $147,584-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.71% | 175.43%-157.7pp | 87.57%-69.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $772 | $3,320-76.8% | $2,759-72.0% | $4,876-84.2% |
| Participant deferral / active EE | $1,586 | $4,185-62.1% | $3,329-52.4% | $5,439-70.8% |
| Admin fee / account holder | $837 | $5,953-85.9% | $3,600-76.7% | $10,885-92.3% |