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 | $29,903 | $100,852-70.3% | $90,404-66.9% | $158,922-81.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.62% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,094 | $3,689-70.3% | $3,262-66.5% | $4,761-77.0% |
| Participant deferral / active EE | $1,194 | $4,348-72.5% | $3,963-69.9% | $5,982-80.0% |
| Admin fee / account holder | $765 | $6,501-88.2% | $5,611-86.4% | $11,246-93.2% |