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 | $92,558 | $100,852-8.2% | $90,404+2.4% | $158,922-41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.11% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,544 | $3,689-58.1% | $3,262-52.7% | $4,761-67.6% |
| Participant deferral / active EE | $1,707 | $4,348-60.7% | $3,963-56.9% | $5,982-71.5% |
| Admin fee / account holder | $1,040 | $6,501-84.0% | $5,611-81.5% | $11,246-90.8% |