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 | $38,355 | $100,852-62.0% | $90,404-57.6% | $158,922-75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.70% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,592 | $3,689-56.8% | $3,262-51.2% | $4,761-66.6% |
| Participant deferral / active EE | $4,780 | $4,348+9.9% | $3,963+20.6% | $5,982-20.1% |
| Admin fee / account holder | $2,533 | $6,501-61.0% | $5,611-54.8% | $11,246-77.5% |