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 | $36,407 | $85,202-57.3% | $172,739-78.9% | $72,985-50.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.97% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,384 | $3,324+1.8% | $5,143-34.2% | $2,440+38.7% |
| Participant deferral / active EE | $3,655 | $3,260+12.1% | $5,198-29.7% | $3,607+1.3% |
| Admin fee / account holder | $11,630 | $5,884+97.7% | $13,954-16.7% | $5,124+126.9% |