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 | $32,822 | $100,852-67.5% | $90,404-63.7% | $158,922-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.89% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,395 | $3,689-62.2% | $3,262-57.2% | $4,761-70.7% |
| Participant deferral / active EE | $3,475 | $4,348-20.1% | $3,963-12.3% | $5,982-41.9% |
| Admin fee / account holder | $651 | $6,501-90.0% | $5,611-88.4% | $11,246-94.2% |