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 | $27,766 | $90,600-69.4% | $79,464-65.1% | $135,375-79.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.59% | 977.43%-971.8pp | 718.14%-712.5pp | 519.73%-514.1pp |
| Employer contribution / active EE | $1,181 | $3,068-61.5% | $2,800-57.8% | $4,779-75.3% |
| Participant deferral / active EE | $1,481 | $4,050-63.4% | $3,704-60.0% | $5,609-73.6% |
| Admin fee / account holder | $3,982 | $5,907-32.6% | $5,113-22.1% | $10,827-63.2% |