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 | $62,873 | $99,020-36.5% | $86,590-27.4% | $147,584-57.4% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 15.08% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,839+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $2,976 | $3,972-25.1% | $3,609-17.5% | $5,439-45.3% |
| Admin fee / account holder | $24,642 | $5,710+331.5% | $4,906+402.3% | $10,885+126.4% |