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 | $68,650 | $109,817-37.5% | $98,442-30.3% | $167,490-59.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 32.02% | 1956.69%-1924.7pp | 1492.73%-1460.7pp | 478.56%-446.5pp |
| Employer contribution / active EE | $1,786 | $3,224-44.6% | $2,960-39.7% | $4,837-63.1% |
| Participant deferral / active EE | $5,585 | $4,673+19.5% | $4,276+30.6% | $6,341-11.9% |
| Admin fee / account holder | $2,657 | $6,753-60.7% | $5,949-55.3% | $12,309-78.4% |