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 | $82,447 | $100,852-18.2% | $90,404-8.8% | $158,922-48.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.60% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,899 | $3,689-48.5% | $3,262-41.8% | $4,761-60.1% |
| Participant deferral / active EE | $13,841 | $4,348+218.3% | $3,963+249.2% | $5,982+131.4% |
| Admin fee / account holder | $598 | $6,501-90.8% | $5,611-89.4% | $11,246-94.7% |