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 | $92,362 | $185,200-50.1% | $142,863-35.3% | $167,490-44.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.23% | 8555.70%-8543.5pp | 5637.54%-5625.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $631 | $5,604-88.7% | $4,144-84.8% | $4,837-87.0% |
| Participant deferral / active EE | $1,332 | $4,494-70.4% | $3,837-65.3% | $6,341-79.0% |
| Admin fee / account holder | $2,310 | $8,031-71.2% | $6,560-64.8% | $12,309-81.2% |