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 | $73,660 | $176,662-58.3% | $130,648-43.6% | $152,861-51.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 15.42% | 2692.24%-2676.8pp | 1708.96%-1693.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,129 | $5,742-80.3% | $4,092-72.4% | $4,762-76.3% |
| Participant deferral / active EE | $1,976 | $4,361-54.7% | $3,603-45.2% | $5,850-66.2% |
| Admin fee / account holder | $1,167 | $7,133-83.6% | $5,464-78.6% | $11,596-89.9% |