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 | $46,246 | $109,817-57.9% | $98,442-53.0% | $167,490-72.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.70% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $10,453 | $3,224+224.2% | $2,960+253.2% | $4,837+116.1% |
| Participant deferral / active EE | $1,848 | $4,673-60.5% | $4,276-56.8% | $6,341-70.9% |
| Admin fee / account holder | $4,257 | $6,753-37.0% | $5,949-28.4% | $12,309-65.4% |