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 | $36,266 | $109,817-67.0% | $98,442-63.2% | $167,490-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.29% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,807 | $3,224-43.9% | $2,960-38.9% | $4,837-62.6% |
| Participant deferral / active EE | $5,931 | $4,673+26.9% | $4,276+38.7% | $6,341-6.5% |
| Admin fee / account holder | $1,137 | $6,753-83.2% | $5,949-80.9% | $12,309-90.8% |