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 | $37,187 | $185,200-79.9% | $142,863-74.0% | $167,490-77.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.25% | 8555.70%-8540.5pp | 5637.54%-5622.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,380 | $5,604-75.4% | $4,144-66.7% | $4,837-71.5% |
| Participant deferral / active EE | $926 | $4,494-79.4% | $3,837-75.9% | $6,341-85.4% |
| Admin fee / account holder | $684 | $8,031-91.5% | $6,560-89.6% | $12,309-94.4% |