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 | $20,044 | $109,817-81.7% | $98,442-79.6% | $167,490-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.79% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,666 | $3,224+13.7% | $2,960+23.9% | $4,837-24.2% |
| Participant deferral / active EE | $7,660 | $4,673+63.9% | $4,276+79.1% | $6,341+20.8% |
| Admin fee / account holder | $3,211 | $6,753-52.4% | $5,949-46.0% | $12,309-73.9% |