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 | $27,752 | $100,852-72.5% | $90,404-69.3% | $158,922-82.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 25.15% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,945 | $3,689-47.3% | $3,262-40.4% | $4,761-59.1% |
| Participant deferral / active EE | $3,356 | $4,348-22.8% | $3,963-15.3% | $5,982-43.9% |
| Admin fee / account holder | $1,293 | $6,501-80.1% | $5,611-77.0% | $11,246-88.5% |