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 | $40,467 | $100,852-59.9% | $90,404-55.2% | $158,922-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.96% | 1724.20%-1712.2pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,219 | $3,689-39.8% | $3,262-32.0% | $4,761-53.4% |
| Participant deferral / active EE | $815 | $4,348-81.3% | $3,963-79.4% | $5,982-86.4% |
| Admin fee / account holder | $382 | $6,501-94.1% | $5,611-93.2% | $11,246-96.6% |