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 | $27,242 | $100,852-73.0% | $90,404-69.9% | $158,922-82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.15% | 1724.20%-1717.1pp | 1293.02%-1285.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,259 | $3,689-38.8% | $3,262-30.8% | $4,761-52.6% |
| Participant deferral / active EE | $5,650 | $4,348+29.9% | $3,963+42.6% | $5,982-5.6% |
| Admin fee / account holder | $1,706 | $6,501-73.8% | $5,611-69.6% | $11,246-84.8% |