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 | $36,242 | $109,817-67.0% | $98,442-63.2% | $167,490-78.4% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 10.08% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,940 | $3,224-39.8% | $2,960-34.4% | $4,837-59.9% |
| Participant deferral / active EE | $6,281 | $4,673+34.4% | $4,276+46.9% | $6,341-0.9% |
| Admin fee / account holder | $13,089 | $6,753+93.8% | $5,949+120.0% | $12,309+6.3% |