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 | $83,299 | $109,817-24.1% | $98,442-15.4% | $167,490-50.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.39% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,135 | $3,224-33.8% | $2,960-27.9% | $4,837-55.9% |
| Participant deferral / active EE | $4,780 | $4,673+2.3% | $4,276+11.8% | $6,341-24.6% |
| Admin fee / account holder | $1,190 | $6,753-82.4% | $5,949-80.0% | $12,309-90.3% |