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 | $57,998 | $176,662-67.2% | $130,648-55.6% | $152,861-62.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 15.12% | 2692.24%-2677.1pp | 1708.96%-1693.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $8,747 | $5,742+52.3% | $4,092+113.8% | $4,762+83.7% |
| Participant deferral / active EE | $4,333 | $4,361-0.6% | $3,603+20.3% | $5,850-25.9% |
| Admin fee / account holder | $2,056 | $7,133-71.2% | $5,464-62.4% | $11,596-82.3% |