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 | $54,440 | $99,020-45.0% | $86,590-37.1% | $147,584-63.1% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 11.67% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,839+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $3,378 | $3,972-15.0% | $3,609-6.4% | $5,439-37.9% |
| Admin fee / account holder | $20,669 | $5,710+262.0% | $4,906+321.3% | $10,885+89.9% |