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 | $28,414 | $99,020-71.3% | $86,590-67.2% | $147,584-80.7% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 17.82% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,552 | $3,132-50.4% | $2,839-45.3% | $4,876-68.2% |
| Participant deferral / active EE | $3,454 | $3,972-13.1% | $3,609-4.3% | $5,439-36.5% |
| Admin fee / account holder | $1,584 | $5,710-72.3% | $4,906-67.7% | $10,885-85.4% |