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 | $21,179 | $100,852-79.0% | $90,404-76.6% | $158,922-86.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.94% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,586 | $3,689-2.8% | $3,262+9.9% | $4,761-24.7% |
| Participant deferral / active EE | $6,290 | $4,348+44.7% | $3,963+58.7% | $5,982+5.2% |
| Admin fee / account holder | $945 | $6,501-85.5% | $5,611-83.2% | $11,246-91.6% |