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 | $24,813 | $169,032-85.3% | $129,207-80.8% | $145,922-83.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.81% | 14330.11%-14310.3pp | 9417.33%-9397.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,644 | $5,537-52.3% | $4,153-36.3% | $4,660-43.3% |
| Participant deferral / active EE | $4,582 | $4,987-8.1% | $4,168+10.0% | $6,688-31.5% |
| Admin fee / account holder | $4,524 | $9,954-54.6% | $7,715-41.4% | $13,397-66.2% |