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 | $33,434 | $81,625-59.0% | $167,512-80.0% | $74,304-55.0% |
| Participation rate | 95.0% | 60.0%+35.0pp | 77.1%+18.0pp | 60.3%+34.7pp |
| Annual return | 20.52% | 26.09%-5.6pp | 1615.79%-1595.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $3,100 | $2,010+54.2% | $3,882-20.1% | $2,241+38.3% |
| Participant deferral / active EE | $4,270 | $4,115+3.8% | $6,405-33.3% | $3,767+13.3% |
| Admin fee / account holder | $4,096 | $3,474+17.9% | $9,769-58.1% | $2,969+38.0% |