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 | $15,884 | $90,503-82.4% | $78,689-79.8% | $273,961-94.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2055.75% | 75.60%+1980.2pp | 62.18%+1993.6pp | 41.45%+2014.3pp |
| Employer contribution / active EE | $275 | $3,176-91.3% | $2,851-90.3% | $4,869-94.3% |
| Participant deferral / active EE | $4,753 | $3,901+21.8% | $3,517+35.1% | $5,287-10.1% |
| Admin fee / account holder | $691 | $5,263-86.9% | $4,510-84.7% | $10,132-93.2% |