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 | $54,556 | $109,817-50.3% | $98,442-44.6% | $167,490-67.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.08% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,844 | $3,224+19.2% | $2,960+29.9% | $4,837-20.5% |
| Participant deferral / active EE | $8,450 | $4,673+80.8% | $4,276+97.6% | $6,341+33.3% |
| Admin fee / account holder | $1,267 | $6,753-81.2% | $5,949-78.7% | $12,309-89.7% |