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 | $26,472 | $100,852-73.8% | $90,404-70.7% | $158,922-83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.45% | 1724.20%-1694.8pp | 1293.02%-1263.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $4,105 | $3,689+11.3% | $3,262+25.9% | $4,761-13.8% |
| Participant deferral / active EE | $2,611 | $4,348-40.0% | $3,963-34.1% | $5,982-56.4% |
| Admin fee / account holder | $1,385 | $6,501-78.7% | $5,611-75.3% | $11,246-87.7% |