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 | $36,396 | $158,398-77.0% | $126,539-71.2% | $142,382-74.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.91% | 593.76%-566.8pp | 425.95%-399.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,417 | $4,650-48.0% | $3,674-34.2% | $4,299-43.8% |
| Participant deferral / active EE | $3,332 | $4,767-30.1% | $4,083-18.4% | $6,507-48.8% |
| Admin fee / account holder | $5,720 | $6,918-17.3% | $6,065-5.7% | $12,624-54.7% |