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 | $43,469 | $100,852-56.9% | $90,404-51.9% | $158,922-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.35% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,530 | $3,689-31.4% | $3,262-22.4% | $4,761-46.9% |
| Participant deferral / active EE | $4,345 | $4,348-0.1% | $3,963+9.6% | $5,982-27.4% |
| Admin fee / account holder | $9,916 | $6,501+52.5% | $5,611+76.7% | $11,246-11.8% |