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 | $36,832 | $98,240-62.5% | $82,313-55.3% | $147,584-75.0% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 13.33% | 30.85%-17.5pp | 25.88%-12.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,923 | $3,192-39.7% | $2,428-20.8% | $4,876-60.6% |
| Participant deferral / active EE | $3,094 | $4,383-29.4% | $3,706-16.5% | $5,439-43.1% |
| Admin fee / account holder | $545 | $8,563-93.6% | $5,608-90.3% | $10,885-95.0% |