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 | $30,594 | $72,400-57.7% | $67,502-54.7% | $145,922-79.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.38% | 7182.46%-7168.1pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,616 | $3,069+17.8% | $2,731+32.4% | $4,660-22.4% |
| Participant deferral / active EE | $3,192 | $4,783-33.3% | $4,000-20.2% | $6,688-52.3% |
| Admin fee / account holder | $1,111 | $5,539-79.9% | $3,998-72.2% | $13,397-91.7% |