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 3-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 | $34,850 | $88,710-60.7% | $81,783-57.4% | $145,959-76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.95% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,645 | $3,083-14.2% | $2,913-9.2% | $4,661-43.3% |
| Participant deferral / active EE | $3,487 | $4,645-24.9% | $4,320-19.3% | $6,689-47.9% |
| Admin fee / account holder | $2,055 | $8,407-75.6% | $7,380-72.2% | $13,398-84.7% |