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 | $22,513 | $109,817-79.5% | $98,442-77.1% | $167,490-86.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.39% | 1956.69%-1933.3pp | 1492.73%-1469.3pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,004 | $3,224-68.8% | $2,960-66.1% | $4,837-79.2% |
| Participant deferral / active EE | $3,162 | $4,673-32.3% | $4,276-26.1% | $6,341-50.1% |
| Admin fee / account holder | $2,960 | $6,753-56.2% | $5,949-50.2% | $12,309-76.0% |