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 | $35,795 | $107,934-66.8% | $91,989-61.1% | $152,861-76.6% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 23.93% | 89.24%-65.3pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,491 | $4,210-64.6% | $3,452-56.8% | $4,762-68.7% |
| Participant deferral / active EE | $2,982 | $6,364-53.1% | $5,923-49.7% | $5,850-49.0% |
| Admin fee / account holder | $1,260 | $10,520-88.0% | $7,743-83.7% | $11,596-89.1% |