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 | $48,892 | $100,852-51.5% | $90,404-45.9% | $158,922-69.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.51% | 1724.20%-1716.7pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,666 | $3,689-27.7% | $3,262-18.3% | $4,761-44.0% |
| Participant deferral / active EE | $3,428 | $4,348-21.2% | $3,963-13.5% | $5,982-42.7% |
| Admin fee / account holder | $8,897 | $6,501+36.9% | $5,611+58.6% | $11,246-20.9% |