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 | $76,253 | $109,817-30.6% | $98,442-22.5% | $167,490-54.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.95% | 1956.69%-1935.7pp | 1492.73%-1471.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $3,924 | $3,224+21.7% | $2,960+32.6% | $4,837-18.9% |
| Participant deferral / active EE | $7,283 | $4,673+55.9% | $4,276+70.3% | $6,341+14.9% |
| Admin fee / account holder | $3,376 | $6,753-50.0% | $5,949-43.2% | $12,309-72.6% |