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 | $45,022 | $100,852-55.4% | $90,404-50.2% | $158,922-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.09% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,009 | $3,689-45.5% | $3,262-38.4% | $4,761-57.8% |
| Participant deferral / active EE | $8,266 | $4,348+90.1% | $3,963+108.6% | $5,982+38.2% |
| Admin fee / account holder | $2,020 | $6,501-68.9% | $5,611-64.0% | $11,246-82.0% |