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 | $9,920 | $76,785-87.1% | $56,441-82.4% | $145,959-93.2% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 8.72% | 3000.51%-2991.8pp | 1704.21%-1695.5pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,385 | $1,381+0.3% | $1,039+33.3% | $4,661-70.3% |
| Participant deferral / active EE | $2,251 | $2,624-14.2% | $1,953+15.3% | $6,689-66.3% |
| Admin fee / account holder | $2,055 | $3,334-38.4% | $2,829-27.4% | $13,398-84.7% |