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 | $55,240 | $109,817-49.7% | $98,442-43.9% | $167,490-67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.23% | 1956.69%-1934.5pp | 1492.73%-1470.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,707 | $3,224-16.0% | $2,960-8.5% | $4,837-44.0% |
| Participant deferral / active EE | $11,148 | $4,673+138.6% | $4,276+160.7% | $6,341+75.8% |
| Admin fee / account holder | $2,057 | $6,753-69.5% | $5,949-65.4% | $12,309-83.3% |