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 | $32,467 | $100,901-67.8% | $75,670-57.1% | $147,584-78.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.44% | 35.78%-22.3pp | 27.34%-13.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,474 | $3,253-54.7% | $2,352-37.3% | $4,876-69.8% |
| Participant deferral / active EE | $2,473 | $4,027-38.6% | $3,142-21.3% | $5,439-54.5% |
| Admin fee / account holder | $665 | $11,285-94.1% | $5,800-88.5% | $10,885-93.9% |