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 | $41,404 | $100,852-58.9% | $90,404-54.2% | $158,922-73.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.04% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,612 | $3,689-2.1% | $3,262+10.7% | $4,761-24.1% |
| Participant deferral / active EE | $3,693 | $4,348-15.1% | $3,963-6.8% | $5,982-38.3% |
| Admin fee / account holder | $5,598 | $6,501-13.9% | $5,611-0.2% | $11,246-50.2% |