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 | $64,926 | $100,852-35.6% | $90,404-28.2% | $158,922-59.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.42% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,612 | $3,689-2.1% | $3,262+10.7% | $4,761-24.1% |
| Participant deferral / active EE | $8,915 | $4,348+105.0% | $3,963+124.9% | $5,982+49.0% |
| Admin fee / account holder | $448 | $6,501-93.1% | $5,611-92.0% | $11,246-96.0% |