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 | $80,378 | $109,817-26.8% | $98,442-18.3% | $167,490-52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.01% | 1956.69%-1945.7pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,417 | $3,224-56.1% | $2,960-52.1% | $4,837-70.7% |
| Participant deferral / active EE | $3,033 | $4,673-35.1% | $4,276-29.1% | $6,341-52.2% |
| Admin fee / account holder | $7,919 | $6,753+17.3% | $5,949+33.1% | $12,309-35.7% |