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 | $27,547 | $100,852-72.7% | $90,404-69.5% | $158,922-82.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 13.76% | 1724.20%-1710.4pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,290 | $3,689-65.0% | $3,262-60.4% | $4,761-72.9% |
| Participant deferral / active EE | $3,828 | $4,348-12.0% | $3,963-3.4% | $5,982-36.0% |
| Admin fee / account holder | $826 | $6,501-87.3% | $5,611-85.3% | $11,246-92.7% |