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 | $84,887 | $72,400+17.2% | $67,502+25.8% | $145,922-41.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.83% | 7182.46%-7166.6pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $492 | $3,069-84.0% | $2,731-82.0% | $4,660-89.4% |
| Participant deferral / active EE | $1,813 | $4,783-62.1% | $4,000-54.7% | $6,688-72.9% |
| Admin fee / account holder | $767 | $5,539-86.2% | $3,998-80.8% | $13,397-94.3% |