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 | $24,697 | $169,032-85.4% | $129,207-80.9% | $145,922-83.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.49% | 14330.11%-14321.6pp | 9417.33%-9408.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $300 | $5,537-94.6% | $4,153-92.8% | $4,660-93.6% |
| Participant deferral / active EE | $3,035 | $4,987-39.2% | $4,168-27.2% | $6,688-54.6% |
| Admin fee / account holder | $2,643 | $9,954-73.4% | $7,715-65.7% | $13,397-80.3% |