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 | $70,702 | $109,817-35.6% | $98,442-28.2% | $167,490-57.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.54% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $657 | $3,224-79.6% | $2,960-77.8% | $4,837-86.4% |
| Participant deferral / active EE | $2,627 | $4,673-43.8% | $4,276-38.6% | $6,341-58.6% |
| Admin fee / account holder | $3,591 | $6,753-46.8% | $5,949-39.6% | $12,309-70.8% |