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 | $16,193 | $169,032-90.4% | $129,207-87.5% | $145,922-88.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.28% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,139 | $5,537-61.4% | $4,153-48.5% | $4,660-54.1% |
| Participant deferral / active EE | $2,490 | $4,987-50.1% | $4,168-40.3% | $6,688-62.8% |
| Admin fee / account holder | $5,439 | $9,954-45.4% | $7,715-29.5% | $13,397-59.4% |