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 | $19,523 | $100,852-80.6% | $90,404-78.4% | $158,922-87.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 19.05% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,591 | $3,689-56.9% | $3,262-51.2% | $4,761-66.6% |
| Participant deferral / active EE | $2,932 | $4,348-32.6% | $3,963-26.0% | $5,982-51.0% |
| Admin fee / account holder | $1,838 | $6,501-71.7% | $5,611-67.2% | $11,246-83.7% |