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 | $34,297 | $180,749-81.0% | $160,784-78.7% | $137,256-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.73% | 2234.46%-2221.7pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,070 | $4,155-50.2% | $3,733-44.5% | $4,156-50.2% |
| Participant deferral / active EE | $2,871 | $6,844-58.1% | $6,293-54.4% | $6,407-55.2% |
| Admin fee / account holder | $2,354 | $10,397-77.4% | $9,717-75.8% | $12,270-80.8% |