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 7-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 | $36,776 | $100,852-63.5% | $90,404-59.3% | $158,922-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.76% | 1724.20%-1712.4pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,736 | $3,689-52.9% | $3,262-46.8% | $4,761-63.5% |
| Participant deferral / active EE | $4,047 | $4,348-6.9% | $3,963+2.1% | $5,982-32.4% |
| Admin fee / account holder | $12,520 | $6,501+92.6% | $5,611+123.1% | $11,246+11.3% |