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 | $37,674 | $96,305-60.9% | $80,569-53.2% | $139,434-73.0% |
| Participation rate | 72.2% | 73.6%-1.4pp | 67.0%+5.2pp | 80.3%-8.1pp |
| Annual return | 18.59% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,909 | $3,262-41.5% | $2,723-29.9% | $4,751-59.8% |
| Participant deferral / active EE | $4,316 | $5,232-17.5% | $4,447-3.0% | $6,710-35.7% |
| Admin fee / account holder | $724 | $6,599-89.0% | $5,377-86.5% | $11,403-93.6% |