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 | $37,198 | $60,124-38.1% | $90,404-58.9% | $79,858-53.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.55% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,577 | $2,068+73.0% | $3,262+9.6% | $2,471+44.8% |
| Participant deferral / active EE | $2,230 | $2,938-24.1% | $3,963-43.7% | $3,740-40.4% |
| Admin fee / account holder | $2,703 | $3,976-32.0% | $5,611-51.8% | $5,306-49.1% |