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 | $44,199 | $82,630-46.5% | $64,105-31.1% | $125,391-64.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | 2.23% | 1489.72%-1487.5pp | 791.24%-789.0pp | 282.22%-280.0pp |
| Employer contribution / active EE | $397 | $2,671-85.2% | $1,820-78.2% | $4,866-91.8% |
| Participant deferral / active EE | $1,241 | $3,608-65.6% | $2,822-56.0% | $5,352-76.8% |
| Admin fee / account holder | $5,317 | $6,382-16.7% | $4,499+18.2% | $9,540-44.3% |