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 | $42,911 | $109,817-60.9% | $98,442-56.4% | $167,490-74.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.31% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,045 | $3,224+56.5% | $2,960+70.5% | $4,837+4.3% |
| Participant deferral / active EE | $4,774 | $4,673+2.2% | $4,276+11.6% | $6,341-24.7% |
| Admin fee / account holder | $9,775 | $6,753+44.8% | $5,949+64.3% | $12,309-20.6% |