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 | $184,312 | $100,852+82.8% | $90,404+103.9% | $158,922+16.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.36% | 1724.20%-1710.8pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,800 | $3,689-51.2% | $3,262-44.8% | $4,761-62.2% |
| Participant deferral / active EE | $10,441 | $4,348+140.1% | $3,963+163.4% | $5,982+74.5% |
| Admin fee / account holder | $1,949 | $6,501-70.0% | $5,611-65.3% | $11,246-82.7% |