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 | $71,076 | $100,852-29.5% | $90,404-21.4% | $158,922-55.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.37% | 1724.20%-1711.8pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $6,132 | $3,689+66.2% | $3,262+88.0% | $4,761+28.8% |
| Participant deferral / active EE | $7,856 | $4,348+80.7% | $3,963+98.2% | $5,982+31.3% |
| Admin fee / account holder | $8,533 | $6,501+31.2% | $5,611+52.1% | $11,246-24.1% |