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 | $32,272 | $99,640-67.6% | $86,436-62.7% | $134,475-76.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 1.38% | 6782.58%-6781.2pp | 4394.89%-4393.5pp | 417.96%-416.6pp |
| Employer contribution / active EE | $1,277 | $4,400-71.0% | $3,769-66.1% | $4,740-73.1% |
| Participant deferral / active EE | $2,467 | $7,246-66.0% | $6,952-64.5% | $6,400-61.5% |
| Admin fee / account holder | $3,146 | $8,371-62.4% | $6,731-53.3% | $11,426-72.5% |