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 5-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 | $21,894 | $109,817-80.1% | $98,442-77.8% | $167,490-86.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.77% | 1956.69%-1928.9pp | 1492.73%-1465.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $1,553 | $3,224-51.8% | $2,960-47.5% | $4,837-67.9% |
| Participant deferral / active EE | $1,235 | $4,673-73.6% | $4,276-71.1% | $6,341-80.5% |
| Admin fee / account holder | $1,624 | $6,753-75.9% | $5,949-72.7% | $12,309-86.8% |