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 | $40,311 | $110,809-63.6% | $86,874-53.6% | $167,490-75.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 20.15% | 116.98%-96.8pp | 63.52%-43.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,437 | $3,244-55.7% | $2,495-42.4% | $4,837-70.3% |
| Participant deferral / active EE | $1,177 | $4,546-74.1% | $3,699-68.2% | $6,341-81.4% |
| Admin fee / account holder | $5,080 | $8,415-39.6% | $5,828-12.8% | $12,309-58.7% |