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 | $37,085 | $100,852-63.2% | $90,404-59.0% | $158,922-76.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.22% | 1724.20%-1697.0pp | 1293.02%-1265.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,074 | $3,689-43.8% | $3,262-36.4% | $4,761-56.4% |
| Participant deferral / active EE | $1,710 | $4,348-60.7% | $3,963-56.8% | $5,982-71.4% |
| Admin fee / account holder | $302 | $6,501-95.4% | $5,611-94.6% | $11,246-97.3% |