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 | $31,628 | $73,515-57.0% | $62,995-49.8% | $147,584-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.85% | 175.43%-165.6pp | 87.57%-77.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,047 | $3,320-68.5% | $2,759-62.1% | $4,876-78.5% |
| Participant deferral / active EE | $2,238 | $4,185-46.5% | $3,329-32.8% | $5,439-58.9% |
| Admin fee / account holder | $1,602 | $5,953-73.1% | $3,600-55.5% | $10,885-85.3% |