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 | $32,624 | $100,852-67.7% | $90,404-63.9% | $158,922-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.06% | 1724.20%-1709.1pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,699 | $3,689-26.8% | $3,262-17.3% | $4,761-43.3% |
| Participant deferral / active EE | $2,615 | $4,348-39.9% | $3,963-34.0% | $5,982-56.3% |
| Admin fee / account holder | $1,595 | $6,501-75.5% | $5,611-71.6% | $11,246-85.8% |