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 | $39,553 | $102,604-61.5% | $86,188-54.1% | $139,434-71.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.36% | 1922.51%-1909.2pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,600 | $3,032-14.3% | $2,380+9.2% | $4,751-45.3% |
| Participant deferral / active EE | $2,900 | $4,676-38.0% | $3,985-27.2% | $6,710-56.8% |
| Admin fee / account holder | $834 | $8,657-90.4% | $6,852-87.8% | $11,403-92.7% |